Financial Services Manager
4 hours ago
Client Portfolio Manager
We are seeking a highly experienced and qualified Client Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for assisting with the onboarding of new clients, ensuring they have a friendly contact and providing exceptional customer service.
Key Responsibilities:
- Assist with the onboarding of new clients to ensure a smooth transition and provide a friendly contact.
- Provide exceptional customer service to clients, responding to their queries and concerns in a timely and professional manner.
- Work closely with the accounting team to ensure accurate and timely financial reporting.
- Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
Requirements:
- Chartered accountant (ACCA/CIMA) or equivalent qualification.
- Proven experience in a similar role, with a strong understanding of financial services and customer service.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Client Portfolio Manager looking for a new challenge, please apply today.
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