What are the responsibilities and job description for the Client Portfolio Manager position at Pivotal Finance?
About Us
Pivotal Finance provides equal employment opportunities 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.
Job Summary
We are seeking a Client Portfolio Manager to join our team. As a key member of the service delivery team, you will work closely with internal teams to ensure seamless client experiences.
Responsibilities
In this role, you will be responsible for:
Pivotal Finance provides equal employment opportunities 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.
Job Summary
We are seeking a Client Portfolio Manager to join our team. As a key member of the service delivery team, you will work closely with internal teams to ensure seamless client experiences.
- Manage large, named, key client accounts.
- Collaborate with the internal teams to introduce clients to new offerings and value-added services.
- Identify opportunities for upselling additional services to existing clients based on their evolving needs.
Responsibilities
In this role, you will be responsible for:
- 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 a plus.
- Knowledge of or the ability to learn new accounting and tax systems.
