
Client Portfolio Manager
5 hours ago
We are looking for a skilled Client Portfolio Manager to join our team. As a Client Advisor, you will be responsible for managing a portfolio of clients and specialist assignments, ensuring all information is collated to meet client needs, compliance, and budget.
Responsibilities:- Manage a portfolio of clients and specialist assignments.
- Report back into partner level to justify any additional fees.
- Assist with the Tax and VAT department.
- Build and maintain consultative client relationships and build the business portfolio.
- Support the training and development of staff within the team.
- A salary of up to £35,000-£50,000 per annum.
- Flexible working arrangements.
- Clear career pathways with excellent development opportunities.
- Hybrid working arrangements – 2 days in office.
- Cycle to work scheme.
If you're a motivated and experienced professional looking to take your career to the next level, we invite you to apply for this exciting opportunity.
-
Portfolio Manager
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Rayner Personnel Full timeJob DescriptionA Corporate Portfolio Manager is required to oversee the management of a client portfolio, ensuring effective maintenance and organization of managed properties. The ideal candidate will have experience in property management, hold relevant qualifications (CePAP or ARLA), and possess excellent communication and problem-solving...
-
Portfolio Manager Professional
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Monahans Full timeAbout the Role:We are seeking an experienced Assistant Client Portfolio Manager to join our business services department at Monahans. As a key member of our team, you will be responsible for managing client portfolios, providing exceptional client service, and contributing to the growth and development of our business.Key Responsibilities:• Manage client...
-
Lettings Portfolio Manager
1 hour ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeRole OverviewWe are seeking a dynamic and motivated Senior Lettings Consultant to join our team in Weston-Super-Mare. The ideal candidate will take on a hands-on role managing a portfolio of properties, ensuring high levels of customer service and operational efficiency while supporting less experienced staff members. Key ResponsibilitiesPortfolio...
-
Property Portfolio Manager
7 hours ago
Bath, Bath and North East Somerset, United Kingdom CAAV - Central Association of Agricultural Valuers Full time**Job Description:**We are looking for an experienced Land and Estate Professional to manage our property portfolio, which includes agricultural holdings, residential properties, commercial premises, and operational assets.**Responsibilities:**Day-to-day property portfolio management.Providing landlord and tenant support.Rent assessment, lease renewal, and...
-
Property Portfolio Manager
5 hours ago
Bath, Bath and North East Somerset, United Kingdom YTL UK Full timeAbout the RoleWe are seeking a highly motivated individual to join our Estates team as a Property Surveyor, based at our Operations Centre in Bath.As a key member of the team, you will be integral to the management of our 3500ha estate, providing specialist advice and information to internal and external stakeholders and the public.Main...
-
Client Relationship Manager
2 months ago
Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000We are looking for a Client Relationship Manager to join our team at beBee Professionals in Bath, United Kingdom.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met.Identify and develop new business opportunities with potential clients.Prepare and deliver tailored presentations and proposals to clients.Collaborate with...
-
Client Relationship Manager
2 months ago
Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000At beBee Professionals, we are looking for a Client Relationship Manager to join our team in Bath, United Kingdom. The successful candidate will have a strong background in managing client relationships, driving revenue growth, and ensuring customer satisfaction.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are...
-
Financial Portfolio Specialist
1 month ago
Bath, Bath and North East Somerset, United Kingdom Clark Wood Full timeClark Wood is currently recruiting for a skilled Accounts Manager to join their team of Chartered Accountants in the vibrant business community of Bath.About the RoleThis is an exciting opportunity for an experienced professional to take on a key leadership role, managing client portfolios and overseeing all financial aspects, including recovery rates,...
-
Genetic Portfolio Manager
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom De Lacy Executive Full timeJob Title: Breeding AdvisorJob Summary: We are seeking a skilled Breeding Advisor to join our team at De Lacy Executive Recruitment.About the Role: As a Breeding Advisor, you will be responsible for navigating the genetic portfolio to provide customized breeding plans to farmers within a given territory.Key Responsibilities:Manage customer relationships,...
-
Experienced Private Client Solicitor
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeYolk Recruitment is partnering with a prestigious regional law firm to find an experienced Private Client Lawyer.About the RoleThis is an excellent opportunity to join an award-winning team that values innovation, client service, and professional development.As a Private Client Lawyer, your responsibilities will include managing a diverse caseload within the...
-
Strategic Marketing Portfolio Leader
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom The Marketing Centre Full timeThe Marketing Centre, the leading provider of experienced Marketing Directors, is seeking a senior Strategic Marketing Portfolio Leader to join its team on a part-time basis.As a seasoned Marketing Director/CMO with P&L responsibility and a proven track record of success, you will work with various clients across different business sizes and sectors, driving...
-
Client Service Expert
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Monahans Full timeAbout the Opportunity:We are seeking an experienced Assistant Client Portfolio Manager to join our team at Monahans. This is an exciting opportunity to work with a dynamic and growing firm, contributing to the growth and development of our business and delivering exceptional client service.Key Responsibilities:• Manage client relationships, providing...
-
Client Success Strategist
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom LEAP Legal Software Full timeYou will play a crucial role in developing and maintaining strong relationships with our clients, ensuring they receive exceptional service and support. As a Customer Success Consultant, you will work closely with a portfolio of clients, understanding their business needs and educating them on best practices to help meet their goals. You will provide...
-
Expert Contract Specialist
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Webrecruit Full timeAbout the RoleAs a Senior Contracts Officer (Legal) at Webrecruit, you will join a dynamic team supporting the University's research contract portfolio. Your primary focus will be to manage the contract process for a given Faculty, and to collaborate with the Head of Team in overseeing the overall caseload allocation and management.Key ResponsibilitiesManage...
-
Client Success Manager
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom LEAP Legal Software Pty Full timeLEAP Legal Software Pty is seeking an experienced Client Success Manager to join our Client Success team. As a Client Success Manager, you will work closely with clients to understand their business needs and provide them with the necessary support to achieve their goals.The estimated salary for this position is £45,000 - £65,000 per annum, depending on...
-
Client Service Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom CleverHR Full timeWe are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. This role offers an exciting opportunity to contribute to the success of the business and develop your skills in a dynamic environment.Key Responsibilities:Provide administrative support to the Wealth Client Executive and Financial Planner(s),...
-
Asset Manager
1 month ago
Bath, Bath and North East Somerset, United Kingdom Rayner Personnel Full timeKey Responsibilities:As a Corporate Portfolio Manager with Rayner Personnel, you will be responsible for managing a portfolio of properties on behalf of our corporate clients. This will involve acting as a central point of contact for queries, providing expert advice on relevant legislation, maintaining a register of contractors, and overseeing customer...
-
Insurance Client Relationship Manager
4 hours ago
Bath, Bath and North East Somerset, United Kingdom Brown & Brown Full timeJob DescriptionAs a Commercial Account Handler, you will be responsible for managing client relationships and developing new business opportunities.You will work closely with underwriters to negotiate competitive terms and maintain high retention levels.Key Responsibilities:Manage client relationships and develop new business opportunities.Work with...
-
Client Relationship Manager
4 hours ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeJob DescriptionDeliver Exceptional Service: Always prioritise the customer in everything you do and strive to deliver exceptional service.Build Relationships: Build strong relationships with customers, advisers, and paraplanners in your team.Learn and Grow: Learn about our core values, products, and services, and participate in business projects.Key...
-
Senior Account Management Specialist
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Monahans Full timeJob Description:We are seeking an experienced Assistant Client Portfolio Manager to join our team at Monahans. As a key member of our business services department, you will be responsible for providing exceptional client service and managing client portfolios with a focus on building strong relationships and delivering high-quality results.Main...