As a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.
Your job responsibilities will include but not be limited to:
Account Management
- Manage large, named, key client accounts
- Manage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables.
- Monitor client engagements to ensure quality service delivery and client expectations are met.
Client Retention and Satisfaction
- Build and maintain strong relationships with existing clients, ensuring their satisfaction with our services.
- Act as the main point of contact for client inquiries, concerns, and feedback.
Client Growth
- Identify opportunities for upselling additional services to existing clients based on their evolving needs.
- Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Cross-functional Collaboration
As a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.
Client Advocacy
Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.
- Bachelor's degree in Business, Accounting, or related field
- Proven experience in client management, account management, or a related role
- Strong understanding of accounting and financial services
- Tax planning experience is strongly preferred
- Knowledge of or the ability to learn new accounting and tax systems
- Excellent communication and interpersonal skills
- Detail-oriented with a focus on client success
We offer competitive compensation packages, health benefits, and a collaborative work environment.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.