Client Portfolio Specialist

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...

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...

We are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...

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...

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

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...

Job Title: Credit Control SpecialistAbout the Role:We are seeking a highly skilled Credit Control Specialist to join our Portfolio Credit Control team. In this role, you will be responsible for handling all credit control procedures in line with company policy.Key Accountabilities:Actively chase all debt within the allotted portfolio using appropriate means...

Job PositionWe are seeking a Portfolio Management Specialist to join our financial advisory firm in Bristol. As a key member of the team, you will manage client portfolios and ensure optimal performance.Main Objectives:Develop and implement personalized investment strategies.Manage and review client portfolios to ensure alignment with set...

Job Title: Insurance Portfolio SpecialistA leading independent insurance broker based in the Bristol area is looking to expand its commercial team. The company offers a wide range of products and prides itself on high customer service standards. This is an excellent opportunity to join a well-established, Bristol-based insurance broker within their...

**The Opportunity**We are partnered with a fast-growing business based in Bristol, who are looking for a Client Portfolio Associate to join their team. As a Client Portfolio Associate, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.This is a fantastic opportunity for...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

A forward-thinking accountancy practice in Bristol is searching for a Client Manager to join their dynamic team.About the Job:As a key member of the firm's client delivery team, you will lead and manage the delivery of accounts, tax, and wider services to clients across various industry sectors.You will be responsible for overseeing the delivery of year-end...

A Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...

Job Title:Solar Portfolio Management SpecialistSalary:£60,000 - £80,000 per annumAbout the Role:We are seeking a highly skilled Solar Portfolio Management Specialist to join our team at Netzero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites.The role involves...

A leading independent brokerage in the UK is seeking a skilled Insurance Portfolio Specialist to join their Commercial team. Located in Bristol, this role offers a wide range of opportunities for growth and development.Key Responsibilities:The ideal candidate will have previous experience in commercial insurance and possess strong communication skills. The...

About the RoleThis role offers an exciting opportunity to join Workman LLP, the UK's leading independent commercial property management specialist. As a Commercial Property Portfolio Specialist, you will be responsible for overseeing the daily operations of a diverse portfolio of commercial, industrial, and retail properties.You will work closely with...

Job Details**Job Title:** Portfolio Optimization Specialist**Location:** Southwest – Travel to sites required**Role Type:** PermanentWe are seeking an experienced Portfolio Optimization Specialist to join a leading facilities management and engineering company. As a Portfolio Optimization Specialist, you will play a pivotal role in developing and...

Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...

**About the Role:**We are looking for a Trust Portfolio Specialist to join our dynamic team in Bristol or Exeter. The successful candidate will have experience in managing a portfolio of trusts and providing an efficient trust administration service.The role will involve liaising with accountants and coordinating the preparation of annual trust accounts and...