Client Portfolio Manager

About the RoleWe are seeking a proactive Client Manager with experience in financial management to join our team. As an expert in financial management tools such as Xero, Sage, Quickbooks, Iris, Element, you will be responsible for managing a portfolio of clients and ensuring high-quality service delivery.

ProTalent is partnering with a top accountancy firm in Eastleigh to find a talented Portfolio Management Specialist.About the CompanyThis reputable firm has built a solid reputation as a leader in the area, offering a unique blend of traditional values and modern approaches. With a strong focus on teamwork and continuous improvement, the company creates a...

Are you a qualified accountant looking to progress your career in financial services?About the RoleWe are seeking an experienced Client Portfolio Manager to join our team at ProTalent Limited. This is an excellent opportunity for a senior professional to take on a challenging role with a leading accountancy firm in Eastleigh.In this position, you will be...

ProTalent is collaborating with a leading accountancy firm in Eastleigh to find a talented Client Portfolio Manager to enhance their successful team.The company:Is a reputable accountancy firm in the areaExperiences consistent growth and increasing market shareBoasts an impressive client base from a diverse range of industriesHas a great team of experts...

Estimated Salary: £42,500 per annum.About the CompanyDigital Ad-network is a well-established Ad Technology company offering an exciting opportunity for a junior management position within its Ad Operations team.This role involves managing a portfolio of client accounts and digital ad campaigns, ensuring seamless execution and exceptional client service.The...

Job Title:We are seeking a seasoned Global Portfolio Manager to join our client's team, based near Southampton/Fareham.This is an excellent opportunity for a career-advancing role in a growing Project Management Department, offering challenging, stimulating, and varied responsibilities across entire aftermarket projects/upgrade projects within the...

Senior Household UnderwriterWe are seeking a highly skilled Senior Household Underwriter to join our team in the UK. This role offers an exciting opportunity to contribute to the profitable development and maximise the performance of the Ageas Household portfolio.The successful candidate will be responsible for providing senior underwriting management of the...

We are looking for a Client Relationship Manager to join our team at beBee Professionals in Eastleigh, United Kingdom. The successful candidate will have a strong background in managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...

Job Type: PermanentLocation: Not specifiedIndustry: Ad TechnologyAbout the OpportunityThis is a great chance to move up into a junior management position and take control of a portfolio of client accounts and digital ad campaigns.You will be responsible for managing the workflows of your team, ensuring clients' campaigns are being successfully managed, and...

Payroll and Pensions Officer - Part Time OpportunityPortfolio Payroll Limited is seeking a skilled Payroll and Pensions Officer to join their team on a part-time basis. As a meticulous payroll professional, you will be responsible for managing the entire payroll function for both permanent staff and casual workers.The Role:As the Payroll and Pensions...

About the Role:We are seeking a skilled Motor Portfolio Underwriting Specialist to join our dynamic team at Ageas.Job Summary:The successful candidate will be responsible for analysing and interpreting large quantities of data to support the profitable growth of the Broker Private Car Portfolio.Key Responsibilities:To review underwriting acceptance rules and...

Part Time Payroll and Pensions Officer Role We are seeking a highly skilled Payroll and Pensions Officer to join our team on a part time basis. As the successful candidate, you will be responsible for managing the entire payroll function for both permanent staff and casual workers.This is a fantastic opportunity to work with a reputable educational...

Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in Eastleigh. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute...

About the RoleThe Client Portfolio Manager will be responsible for accounts production for limited companies, including groups and consolidated accounts. They will manage a portfolio of clients from various industries and review accounts produced by junior team members.Key ResponsibilitiesAccounts production for limited companies, including groups and...

Join us as a Client Relationship Manager at D R Newitt & Associates in the vibrant South East/South West of England. In this role, you will assist in managing accounts and building customer relationships for a prominent manufacturing client with multiple sites across England.Your key responsibilities will include assisting in developing business with new and...

About the RoleWe are seeking an experienced Trust Administrator to join our Private Wealth team in Southampton.Job Description:A key member of our Private Wealth team, you will play a vital role in managing a diverse portfolio of private client work. Your responsibilities will include:Taking instructions from clients and preparing trust-related...

Job Title: Senior Client Services ManagerTate is a world-leading company in our industry, renowned for our exceptional service to clients. We are currently seeking a seasoned Senior Client Services Manager to join our team and take responsibility for managing their own client base of between 50 - 60 clients once fully trained.About the Role:The successful...

A challenging role for a Business Operations Lead to manage a portfolio of client accounts, overseeing the successful management of digital ad campaigns.Key responsibilities include workflow management, ensuring deadlines are met, and maintaining exceptional client service.Due to the client-facing nature of this role, excellent communication and...

We are looking for a skilled Client Relationship Specialist to join our team. The ideal candidate will have a strong understanding of CRM software and client relationship management, as well as excellent communication and negotiation skills.Key Responsibilities:Manage and maintain relationships with existing clients, ensuring customer satisfaction and...

We are looking for a skilled Client Relationship Specialist to join our team and help drive business growth. As a key member of our team, you will be responsible for managing client relationships, identifying new sales opportunities, and developing strategies to meet client needs.Key Responsibilities:Manage and maintain relationships with existing clients,...