Financial Services Manager

2 hours ago


Swindon, Swindon, United Kingdom Trilogic Recruitment Ltd Full time
Job Description

Client Portfolio Manager

We are seeking a highly experienced and qualified Client Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for assisting with the onboarding of new clients, ensuring they have a friendly contact and providing exceptional customer service.

Key Responsibilities:

  • Assist with the onboarding of new clients to ensure a smooth transition and provide a friendly contact.
  • Provide exceptional customer service to clients, responding to their queries and concerns in a timely and professional manner.
  • Work closely with the accounting team to ensure accurate and timely financial reporting.
  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.

Requirements:

  • Chartered accountant (ACCA/CIMA) or equivalent qualification.
  • Proven experience in a similar role, with a strong understanding of financial services and customer service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Client Portfolio Manager looking for a new challenge, please apply today.



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