Portfolio (Customer
Service) Manager (£20,000 starting salary)
We are looking for an A+ member of staff to join a team of
15 people at our busy Corstorphine office.
If you've taken the trouble to watch the video you will see
what our customers say about us. We're looking for someone to join our team of
Portfolio Managers. Our PMs are responsible for delivering service so good that
they get similar comments across the board.
The new Portfolio Manager to join our existing team of two
PMs in a fast moving, busy, engaging, sometimes stressful office environment.
As a business we are constantly striving to deliver the very
best in customer service. We are
deadline driven, have lots and lots of clients and are moving from the
traditional view of an accountant to a tech driven company offering business
advice and support.
The team is a dedicated bunch, tight knit and enjoy the
occasional night out! We continue to
grow so are constantly on the lookout for like-minded people to join us.
So, what are we looking for in a Portfolio Manager?
Many, many things. Firstly we need someone who is willing to
learn and learn fast. It's a busy role and knowledge will build up over time -
we understand that - but we need someone who can pick up the baton and run with
it from day one. We have high standards around service delivery and customer
service and we need someone with standards at least as high as ours.
We also need someone with an open mind because we like to do
things differently for the benefit of our customers.
We need someone who is well organised. The role has lots of
elements: our Portfolio Manager's prime responsibility is customer service but
they will also be completing tax returns, looking after payroll for their
customers, making sure information is being chased for at the right time so
deadlines are met without fail.
Then there are inbound telephone calls, emails and general
queries to be dealt with, all within our Service Level Agreements. Oh, and
don't forget Dividend Calculations and other Companies House questions.
Our Portfolio Managers get to know their customers well and
will be looking out for snippets of information so they can proactively pass on
value added services... they will also meet with their customers to sign off
accounts and tax returns.
And finally, our PMs meet with potential new customers, find
out their needs and sell them the right services to meet those needs... at the
right price, of course.
The ideal candidate will have worked in an accountancy
practice and be at least partly qualified. If they haven't worked in a practice
at the very least they will have worked in a busy office environment with a
relentless focus on customer service - if they have been in a workplace that
required them to hit targets so much the better.
They will be accurate in their work (attention to detail is
very, very important) and will be able to prioritise their workload to meet demanding
and conflicting needs.
We have a detailed training plan in place so if all of what
we've covered sounds daunting, don't worry. For the right candidate development
will be provided and we always encourage team members to develop their work
based and theoretical knowledge by taking professional qualifications.
So, to summarise:
The role is busy... it is customer focused; essentially our
new Portfolio Manager will be looking after the ongoing needs of a group of
clients as well as taking the time to build value in their portfolio by
bringing on new clients.
Or, think of it this way, they will have the opportunity to
effectively run their own practice within the safe environment of a larger
business.
Next Steps: In the first instance you should call Richard
Lambert on 0131 202 9888.
We’re looking
to fill this role as quickly as possible and so will be running interviews over
the next couple of weeks.
Interviews will be at our office in Corstorphine and there
will be two of them – firstly a get to know you meeting (we know you’ll be
looking at us as well as us looking at you) and then a more in depth interview
if you are successful through the first stage.
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