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Client Portfolio Manager

£45000 - £55000 per annum
England Somerset Somerset, England
Apply 2021-01-14 16:25:17 2022-01-08 Butler Rose

Client Portfolio Manager

Date posted: January 14, 2021
£45000 - £55000 per annum
Somerset, England
Job description
Butler Rose are working alongside a regional accountancy firm, steeped in history and with an excellent reputation as they seek to recruit a Client Portfolio Manager to join their ranks. This role is a fantastic opportunity for someone seeking an established team, opportunities to progress and to work with a diverse range of clients.

Roles and responsibilities:

• Maintain strong relationships with clients in your portfolio
• Act as point of contact for clients, handle queries and advise clients
• Visiting clients to discuss requirements, advise on how to better processes and be responsible for selling the firms services
• Monitoring budgets
• Ensuring fee notes are generated and remained on top of
• Providing ad-hoc work for the firm

You will have previous experience of working in a similar role with a broad range of clientele, you'll be ACCA/ACA qualified, have a well rounded skill set and the ability to communicate clearly with both colleagues and clients.

To discuss this role in further detail please apply within or contact Ryan Tresidder at Butler Rose Finance Recruitment.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Reference: 87879RT_1610641521

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