Client Portfolio Manager

Backend Software Engineer (Finance)At Client Server, we need a skilled software engineer to work on our Portfolio Management systems. The ideal candidate should have in-depth knowledge of C#, SQL and .Net Core.Key Responsibilities:Design and implement software components for our Portfolio Management systems.Collaborate with other teams to understand and meet...

About the Role:The Client Portfolio Manager will be responsible for managing a portfolio of SME Invoice Finance clients, ensuring they operate within agreed terms and providing exceptional customer service.

Job DescriptionThe Trainee Wealth Manager will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a portfolio of clients and will be responsible for maintaining and enhancing client satisfaction.Key Responsibilities:Provide comprehensive support to senior...

Job Title: Portfolio Payroll ManagerThe Portfolio Payroll team is seeking an experienced Payroll Manager to join our dynamic team in the UK. As a key member of our payroll operations, you will play a crucial role in managing payroll processes for our global workforce.About the Role:We are looking for a highly skilled and organized individual to manage...

Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists is currently seeking a Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for managing client relationships and providing expert advice on financial matters.About the RoleYour main responsibilities will include working across Audits,...

About the Role:We are seeking a skilled Client Portfolio Manager to join our Client Success team. In this role, you will be responsible for managing a portfolio of strategic clients, ensuring they take full advantage of our features and services, and fostering strong customer relationships.Responsibilities:Manage a portfolio of strategic clients and ensure...

Sacco Mann is seeking a Client Portfolio Manager to join our team. This is an exciting opportunity to work with a variety of clients, from high-profile international brands to small start-ups, and to take on a leadership role in managing client portfolios.The successful candidate will have a strong background in law and be able to demonstrate excellent...

We are a well-established accountancy practice based in Chester, seeking an experienced Payroll Manager to join our established team. This is a fantastic opportunity for stability and potential long-term progression.This role is ideal for Payroll specialists looking to step up into a management position. The successful candidate will be responsible for...

Unlock Your Earning PotentialAs a Client Portfolio Manager with United Parcel Service of America, Inc., you will have the opportunity to develop and manage a portfolio of assigned clients within a specific geographical area. This sales role requires strong communication skills, target-driven mentality, and organizational abilities. The estimated salary for...

Job OverviewThe Client Portfolio Manager is responsible for the day-to-day management of a portfolio, ensuring seamless client relationships and efficient operations. This role involves:Establishing and maintaining regular communication with clients to understand their needs and preferences.Managing major works and section 20 requirements to ensure...

About UsPIMCO is a global investment management firm that has been helping investors achieve their objectives for over 50 years. We have a long history of innovation and excellence, and we are committed to continuing this tradition through our talented team of professionals.Job DescriptionWe are seeking an experienced Client Portfolio Manager to join our...

At XCEL BESPOKE Ltd, we are seeking an exceptional Client Portfolio Manager to drive business growth and development across our key client base.Main responsibilities:Support the Account Director in growing and developing three clients with a combined annual turnover of £2.5m.Develop and implement a sales strategy to meet business objectives, including cost...

**About the Role**We are seeking a skilled Client Portfolio Manager to join our Marketing & Business Development team at Blue Legal.The successful candidate will be responsible for liaising with key account teams to develop strategic plans for client programmes, leveraging their expertise in project management to prioritize tasks and meet deadlines.This is...

About the JobWe are seeking a talented Portfolio Client Management Lead to join our London team. As a key member of our Business Services Team, you will be responsible for managing a large portfolio of businesses, ensuring seamless day-to-day management and delivering high-quality services to our clients.You will work closely with our clients to understand...

Job Description: Client Portfolio LeadWe are seeking a seasoned Client Portfolio Lead to manage a client portfolio across tax compliance and advisory services. This role involves overseeing junior staff, supporting the firm's growth, and developing business relationships.The ideal candidate will have exceptional leadership skills, experience managing a...

Job Description: Strategic Client Portfolio ManagerWe are seeking a Strategic Client Portfolio Manager to join our team in London. As a key member of our sales team, you will be responsible for managing a defined portfolio of strategic client accounts across Europe. Your primary goal will be to grow these accounts through developing strong relationships with...

We are seeking an experienced Senior Client Portfolio Manager to join our team at Antony James Recruitment. The successful candidate will have a strong background in Private Banking, with a minimum of 3 years' experience managing client portfolios and delivering exceptional customer service.The ideal candidate will have a deep understanding of the financial...

About ProTalent LimitedWe are a reputable accounting firm located in Sutton, Surrey, dedicated to providing high-quality financial services to a diverse range of clients. Our team is seeking a skilled Client Manager to join us.The Job:Manage a portfolio of clients, providing comprehensive accounting services, and building strong relationships with...

Job Title: Client Portfolio ExecutiveBarings is seeking a highly skilled Client Portfolio Executive to join our Client Portfolio Management team. As a key member of the team, you will play a crucial role in executing the capital raising strategy for European real estate debt products, with a primary focus on the Barings European Real Estate Debt Income Fund...

Key ResponsibilitiesServicing existing clients and initiating new business opportunities while working within a global team structureSupporting sales teams with request-for-proposal documentation and providing assistance with Sales and Client Relationship Management initiativesCommunicating investment philosophy and market trends to current and prospective...