What are the responsibilities and job description for the Financial Services Manager position at Pivotal Finance?
Job Description
As a trusted advisor to our valued clients, you will offer strategic insights and foster a collaborative partnership. Key responsibilities include managing large, named, key client accounts; developing and implementing account plans to strategically manage and grow client portfolios; and monitoring client engagements to ensure quality service delivery and client expectations are met.
This role requires strong relationship-building skills, a proven track record in client management, and a deep understanding of accounting and financial services. Experience with new accounting and tax systems is highly desirable.
As a trusted advisor to our valued clients, you will offer strategic insights and foster a collaborative partnership. Key responsibilities include managing large, named, key client accounts; developing and implementing account plans to strategically manage and grow client portfolios; and monitoring client engagements to ensure quality service delivery and client expectations are met.
This role requires strong relationship-building skills, a proven track record in client management, and a deep understanding of accounting and financial services. Experience with new accounting and tax systems is highly desirable.
