Client Portfolio Manager

Recruiter
Sanderson
Location
Trowbridge, UK
Salary
Competitive
Posted
16 Sep 2019
Closes
02 Oct 2019
Ref
1260697729
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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.

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