Client Portfolio Associate

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

About the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

Job SummaryA highly motivated Client Portfolio Manager is required to join a National Accountancy Practice. The successful candidate will be responsible for managing a varied portfolio of clients across multiple industries.About the RoleThis role involves managing audits, accounts preparation, and tax assignments for a range of clients. You will work closely...

Role OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...

Get-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...

As a key member of Levitate Recruitment's team, the Client Portfolio Development Specialist will be responsible for managing a varied portfolio of clients across multiple industries. This involves developing and executing strategies to drive business growth, identifying new opportunities, and building strong relationships with existing clients.To succeed in...

About the RoleAs a Portfolio Specialist at Netzero People, you will play a crucial role in the management of our solar portfolio.Responsibilities:Oversee the scheduling and completion of corrective maintenance, testing, and remedial work on deployed solar PV systems.Collaborate with the Operations Manager, Senior Portfolio Managers, and Portfolio Managers to...

Job DescriptionWe are looking for a highly motivated and experienced Private Client Associate to join our Bristol office. The successful candidate will have a proven track record of delivering exceptional results in a similar role, preferably within the private client sector.Key responsibilities include advising clients on all aspects of private client...

At Netzero People, we are seeking a highly skilled Portfolio Manager Coordinator to join our team in the UK (London) and India (Ahmedabad).We have a presence in Europe, North/South America, Africa, and Australasia, and from these hubs, we service multiple regions.Job Description:The ideal candidate will have excellent technical and analytical skills, with a...

We are looking for a skilled professional to lead our Private Clients business. As Senior Client Portfolio Manager, you will be responsible for building and managing a personal pipeline of potential clients in the Bristol area.Key Responsibilities:Identify opportunities for leads to other areas of B2B and provide introductions to support our internal...

Wealth Administration RoleJoin our Client Delivery team as an organised and competent Administrator. You'll work closely with Wealth Planners to maintain and assess high net worth client portfolios, ensuring accurate client information database within specified timelines.Key TasksAdminister the wealth management process using investment platforms and IT...

Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...

Company Overview:Get-Recruited (UK) Ltd is a fast-growing business based in Bristol that prioritizes its people. They offer a unique opportunity for a Client Associate to join their team.Salary: Up to £35,000 + Hybrid Working + 4 Day Week after ProbationAbout the Role:The Client Associate will manage their own accounts from start to finish, handling various...

Job DescriptionThe Head of Commercial Portfolio will be responsible for managing budgets, service charges, rent payments and other associated financial duties. The successful candidate will have a background in property management leadership and commercial experience, with the ability to commute to Exeter, Bristol, Plymouth or Truro.

**Client Associate Job Opportunity in Bristol**We are recruiting for a highly motivated Client Associate to join our team at Get Recruited (UK) Ltd. As a Client Associate, you will be responsible for managing your own accounts, handling various calls and inquiries.The ideal candidate will have excellent communication and interpersonal skills, with the...

Coyne & Associates now seeks a skilled Investment Portfolio Manager to provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. As part of a dynamic, high-performing investment team, you will lead proactive oversight of an investee portfolio that includes both high-growth...

Seeking Experienced Client AssociateWe are recruiting for a highly skilled Client Associate to join our team at Get-Recruited (UK) Ltd in Bristol. As a Client Associate, you will be responsible for managing your own portfolio of clients and schemes, providing exceptional service and ensuring compliance with regulatory requirements.This is a unique...

About the OpportunityThis is an exciting opportunity to join a reputable and leading independent firm as a senior accountancy manager. You will be responsible for running a varied portfolio of clients, managing a team, and driving strategy and delivery.The ideal candidate will have a strong background in financial management, with experience in running a...

Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...

iO Associates is a pioneering enterprise that's pushing the boundaries of AI & ML. We're seeking a talented Senior Product Manager to join our team and drive the development of our Data & AI portfolio.As a key member of our leadership team, you'll be responsible for:Developing and executing the Data & AI portfolio strategyCollaborating with senior leaders to...