Job Description

• Ensure the implementation of all relevant client accounts work ensuring effective team workflow.
• Arrange and lead accounts planning meetings so as to maximize implementation of immediate resources.
• Ensure completion of processing for clients in other managers/senior manager/director portfolios
• Ensure full implementation of all client accounts work in line with agreed budget, with completed accounts ready for partner/director/senior manager sign off.
• Research and seeking to resolve issues for upward communication in more complex clients or higher risk aspects of accounts work.
• Complete administration on client account files and set up relevant file reviews.
• Where agreed, review the work of accounts assistants.
• Act as key point of contact for any offshoring resource

Required Knowledge, Skills, and Abilities