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Client Portfolio Manager

2 months ago

Swindon, United Kingdom Trilogic Recruitment Ltd Full time

Client Portfolio Manager


  • Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role

Requirements
  • (ACCA/CIMA is preferred, although could be ACA)

What does the role entail?

- Assisting with the onboarding of new clients to ensure that they have a friendly contact and ...