Senior Portfolio Manager
2 days ago
We are seeking a highly skilled and experienced Client Services Senior/Manager to join our team at PBR Executive Search Limited.
About the Role:The successful candidate will be responsible for managing client relationships and delivering exceptional client service. This will involve regular touch points with clients, both online and in-person, to ensure their needs are met and exceeded.
Key responsibilities will include:
- Managing client relationships and ensuring exceptional client service
- Exploring development opportunities with existing relationships to increase portfolio sizes and add to business development
- Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
The ideal candidate will have a solid accounting background, AAT qualification or part ACCA/ACA qualification, and ideally accountancy practice experience. Strong communication and interpersonal skills are essential, as well as an organised and methodical approach.
About You:We are looking for a motivated and experienced professional who is passionate about delivering exceptional client service and driving business growth. If you have a strong accounting background and excellent communication skills, we would love to hear from you.
Please note that this is a unique opportunity to join a dynamic team and contribute to the success of PBR Executive Search Limited.
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