This Client Portfolio Manager role is a crucial position within the Accounting & Finance department of a leading Business Services firm, requiring an individual with a strong aptitude for client management and financial oversight.
Client Details
Our client is a highly respected and established provider of Business Services. With a diverse team, they are recognised for delivering top-tier accounting and financial solutions across Surrey and beyond.
Description
- Manage and nurture client relationships across the portfolio with end to end client responsibility
- Prepare financial reports across the portfolio
- Provide comprehensive financial management and oversight
- Work collaboratively with the Accounting & Finance team
- Support client growth and profitability strategies
- Deliver excellent customer service and maintain high client satisfaction
- Ensure compliance with financial regulations and standards
- Contribute to team meetings and business development initiatives
- Handle any client issues or concerns promptly and professionally
Profile
A successful Client Portfolio Manager should have:
- A professional qualification or qualified by experience
- A strong background in Accounting and Finance
- Proven experience in portfolio management
- Excellent interpersonal and client management skills
- Strong financial acumen
- A keen eye for detail and accuracy
- Outstanding communication and teamwork abilities
Job Offer
- A competitive salary
- Attractive holiday leave and comprehensive benefits package
- A supportive and professional team environment
- Opportunities for ongoing professional development
- Centrally located offices in Surrey
This role is a fantastic opportunity for a Client Portfolio Manager looking to take a step forward in their career within a respected Business Services firm. Apply today to join our team.