Client Portfolio Manager - Michael Page Finance : Job Details

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.

Client Details

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.

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

Profile

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

Job 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.