Financial Services Client Manager

Updated: April 24, 2024 06:02 PM GMT

Belinda Roberts Ltd

Altrincham

Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team. This is yet another addition to the growing team! This is another newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.

As a part of the Financial Analyst/Client Management team, you will play an integral part of sustaining the growth of the business.

Your core activities will include;
• Supporting clients with identifying qualifying for tax benefits.
• This role is client facing and relies on the successful candidate dealing with senior technical personnel efficiently and effectively, on a one-to-one basis.
• Commitment to assisting SMEs and Large companies collate the necessary information to prepare successful tax returns in a timely and professional manner
• Conducting detailed Project Technical Report Calls with clients / key personnel to establish... More Detail