Client/Portfolio Manager
Location : Chard.
Our Client
Autograph Recruitment are pleased to be working with a fast-growing company with a strong commitment to employee satisfaction. They are looking for a Client/ Portfolio Manager who is passionate about their work and wants to be part of a team that is making a difference.
Responsibilities
Managing a variety of clients and supporting the directors with a range of services. You will be ACA or ACCA qualified and to have previously worked in a similar environment.
My client is happy to take on someone who is looking for a step up in to this position.
You will need to have excellent communication skills as you will be liaising with clients and directors of all levels.
Candidate requirements:
- ACA or ACCA qualified
- Minimum of 5 years practice experience required
- Previous experience of working in a similar role
- Good IT knowledge of Word and Excel and Accounts packages such as Xero and QuickBooks
- Excellent communication skills and confident in changing situations