Client Portfolio Manager to join independent practice based in Surrey.
Key hire due to growing firm with increasing responsibility on offer.
About Our Client
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.
Job 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.
The Successful Applicant
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.
What's on 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.
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