Client Advisory Manager

Pivotal•Auburn, AL

About The Position

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.

Requirements

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
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

Nice To Haves

Tax planning experience is strongly preferred

Responsibilities

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.
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.
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.
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.
Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.