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Financial Portfolio Manager

2 weeks ago

Bacolod City, Western Visayas, Philippines beBeeAccounting Full time ₱6,000,000 - ₱8,000,000

Job Title: Accounting Manager

Main responsibilities for this role include maintaining strong client relationships, managing portfolios of accounts, and ensuring accurate and timely financial operations.

Key Responsibilities:
  • Client Relationship Management
    • Build long-term relationships with clients through consistent communication and support.
    • Serve as the primary point of contact for all client-related concerns, escalations, and conflict resolution.
    • Ensure client satisfaction by delivering timely solutions.
  • Sales and Financial Oversight
    • Oversee sales processes, including contract renewals, invoicing, and billing accuracy.
    • Review and approve account transactions to ensure compliance with financial standards.
    • Monitor account performance to identify trends and areas for improvement.
  • Team Supervision and Coordination
    • Collaborate with internal operations teams to supervise staff assigned to accounts under management.
    • Provide guidance to ensure team members meet performance targets.
    • Facilitate communication between clients and internal departments to maintain smooth account operations.
  • Growth and Revenue Generation