Client Portfolio Associate

7 days ago


Swindon, Swindon, United Kingdom Trilogic Recruitment Ltd Full time
Job Role: Client Portfolio Associate

As a Client Portfolio Associate at Trilogic Recruitment Ltd, you will play a vital role in assisting with new client onboarding, ensuring seamless transitions and fostering strong relationships. Your expertise in accountancy and business acumen will be invaluable in providing guidance on financial matters and analyzing client data to identify areas of improvement. By developing and implementing strategies to enhance client relationships, you will be instrumental in driving business growth and success.



Key Responsibilities:




  • Assist with new client onboarding and ensure smooth transitions
  • Collaborate with existing clients to provide guidance on financial matters
  • Analyze client data to identify areas of improvement
  • Develop and implement strategies to enhance client relationships
  • Utilize accountancy expertise to provide business advice


Requirements:




  • 2+ years of practice experience
  • Strong communication and interpersonal skills
  • Ability to analyze data and make informed decisions
  • Strong business acumen


Professional qualifications: ACCA/CIMA preferred, ACA acceptable



Join a dynamic team at Trilogic Recruitment Ltd and contribute to the growth and success of our clients.


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