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Client Portfolio Manager

Weybridge Permanent View Job Description
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.
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  • 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.

Contact
Amy Dunkley
Quote job ref
JN-092024-6534308
Phone number
+44 162 260 4519

Job summary

Job function
Accounting
Subsector
Newly Qualified
Sector
Business Services
Location
Weybridge
Contract type
Permanent
Consultant name
Amy Dunkley
Consultant phone
+44 162 260 4519
Job reference
JN-092024-6534308