* 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.
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