Client Portfolio Manager

Risk & Compliance | Trowbridge | Permanent | £ 40000 - £ 50000  | HQ00101860

Our client are a fast growing arm of an internationally recognised and successful accountancy and financial advisory business.

As a client portfolio manager you will be responsible for managing the ongoing relationships with a designated portfolio of clients and providing advice and recommendations as required.

The role will include, but not be limited to:

  • Ongoing and regular contact with clients dealing with queries and requests as applicable
  • Acting as a single point of contact for internal stakeholder queries
  • Assisting with more complex pieces of work as and when required.

To be a success in this role you will be a qualified accountant with client facing experience as well as:

  • ACA/ACCA qualification
  • Excellent verbal and written communication
  • Existing or recent practice background

If you are a qualified practice accountant with experience in a client relationship or portfolio role and looking to grow and develop with an exciting South West firm then please contact Charlie Saker through the attached link.

Apply for this Position:

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