Client Portfolio Manager

2 months ago


Dorchester, Dorset, United Kingdom Michael Page Finance Full time
Job Title: Client Portfolio Manager

A Client Portfolio Manager is responsible for managing and expanding customer relationships, ensuring high levels of client satisfaction and service quality.

Key Responsibilities:
  • Building and maintaining strong, long-lasting client relationships
  • Developing new business with existing clients and identifying areas of improvement
  • Providing excellent client service to maintain a positive company image
  • Working closely with the Accounting & Finance team to streamline processes
  • Collaborating with internal departments to ensure client needs are fulfilled effectively
  • Managing and overseeing the work of Junior Accountants
  • Resolving complex accounting issues for a variety of clients within the professional services industry
  • Preparing business proposals and presentations to promote the company's services
Requirements:
  • A strong educational background in Accounting or Finance
  • Proven expertise in managing client relationships in the professional services industry
  • Excellent communication and interpersonal skills
  • A flair for developing business with existing clients
  • A thorough understanding of accounting issues and how to resolve them
  • Strong leadership skills to manage and mentor junior accountants
What We Offer:
  • A competitive salary package in the range of £40,500 - £49,500 per annum
  • Convenient onsite parking facilities
  • An opportunity to work in a dynamic and experienced Accounting & Finance team
  • A supportive and professional work culture

We are seeking a skilled Client Portfolio Manager to join our team at Michael Page Finance. If you have a passion for building strong client relationships and developing business, we encourage you to apply for this exciting opportunity.



  • Dorchester, Dorset, United Kingdom Magna Housing Limited Full time

    Job DescriptionJob Title: Asset Portfolio ManagerMagna Housing Limited is seeking a skilled Asset Portfolio Manager to join our team. As Asset Portfolio Manager, you will be responsible for managing our property assets, ensuring they are maintained to the highest standards and meet the needs of our customers.Key Responsibilities:Manage and maintain our...


  • Dorchester, Dorset, United Kingdom Browns Recruitment Consultancy Ltd Full time

    Private Client Lawyer RoleWe are seeking a Private Client Lawyer to join our team in Dorset. The ideal candidate will have a minimum of 3 years + PQE or FCILEx status and experience in managing a diverse portfolio of private client cases, including probate, estate administration, care of the elderly, Wills, LPAs, and Trusts.Key Responsibilities:Providing...


  • Dorchester, Dorset, United Kingdom Michael Page Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page. As a Client Manager, you will be responsible for managing and expanding customer relationships, ensuring high levels of client satisfaction and service quality.Key ResponsibilitiesBuilding and maintaining strong, long-lasting client relationshipsDeveloping new...


  • Dorchester, Dorset, United Kingdom Michael Page Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page. As a Client Manager, you will be responsible for managing and expanding customer relationships, ensuring high levels of client satisfaction and service quality.Key ResponsibilitiesBuilding and maintaining strong, long-lasting client relationshipsDeveloping new...


  • Dorchester, Dorset, United Kingdom Michael Page (UK) Full time

    {"title": "Client Manager", "description": "About Our ClientMichael Page (UK) is a leading professional services firm with a strong presence in Dorchester.We are seeking an experienced Client Manager to join our team and contribute to our continued success.Job DescriptionDevelop and maintain strong relationships with existing clients to drive business growth...


  • Dorchester, Dorset, United Kingdom Michael Page (UK) Full time

    {"title": "Client Manager", "description": "About Our ClientMichael Page (UK) is a leading professional services firm with a strong presence in Dorchester.We are seeking an experienced Client Manager to join our team and contribute to our continued success.Job DescriptionDevelop and maintain strong relationships with existing clients to drive business growth...


  • Dorchester, Dorset, United Kingdom BTA Full time

    A Client Relationship Manager is responsible for building and maintaining strong, long-lasting relationships with clients, ensuring high levels of client satisfaction and service quality. The role requires expertise in professional services, specifically in the Accounting & Finance sector.Key Responsibilities:Developing new business with existing clients and...


  • Dorchester, Dorset, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a well-established entity in the professional services industry, boasting a workforce of over 35 dedicated professionals. Based in Dorchester, the company excels in providing top-notch accounting and finance services.Job DescriptionWe are seeking a highly skilled Client Relationship Manager to join...


  • Dorchester, Dorset, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a well-established entity in the professional services industry, boasting a workforce of over 35 dedicated professionals. Based in Dorchester, the company excels in providing top-notch accounting and finance services.Job DescriptionWe are seeking a highly skilled Client Relationship Manager to join...


  • Dorchester, Dorset, United Kingdom Reed Full time

    Job Title: Client ManagerJob Type: Full-time - Hybrid workingLocation: Dorchester (Free Parking Available)Salary: £45,000 - £60,000 based on experienceAbout the Role:The Client Manager will be responsible for managing and supporting a designated portfolio of clients. This will involve undertaking a range of accounting duties on a daily basis, whilst...


  • Dorchester, Dorset, United Kingdom BTA Full time

    Job Title: Client Funds ManagerA Client Funds Manager is responsible for managing and expanding customer relationships, ensuring high levels of client satisfaction and service quality. The role requires expertise in professional services, specifically in the Accounting & Finance sector.Key Responsibilities:Building and maintaining strong, long-lasting client...


  • Dorchester, Dorset, United Kingdom Michael Page Finance Full time

    A Client Manager is expected to manage and expand customer relationships, ensuring high levels of client satisfaction and service quality.The role requires expertise in professional services, specifically in the Accounting & Finance sector.Key Responsibilities:Building and maintaining strong, long-lasting client relationshipsDeveloping new business with...


  • Dorchester, Dorset, United Kingdom Michael Page Finance Full time

    Job SummaryA Senior Client Relationship Manager is required to manage and expand customer relationships, ensuring high levels of client satisfaction and service quality in the Accounting & Finance sector.Key ResponsibilitiesBuilding and maintaining strong, long-lasting client relationshipsDeveloping new business with existing clients and identifying areas of...


  • Dorchester, Dorset, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a well-established entity in the professional services industry, boasting a workforce of over 35 dedicated professionals. Based in Dorchester, the company excels in providing top-notch accounting and finance services.Job DescriptionDevelop and maintain strong, long-lasting client relationships to...


  • Dorchester, Dorset, United Kingdom Michael Page Finance Full time

    A Senior Client Relationship Manager is required to drive business growth and expand customer relationships for Michael Page Finance, a leading professional services firm.Key Responsibilities:Develop and maintain strong, long-lasting client relationshipsIdentify opportunities to develop new business with existing clientsProvide exceptional client service to...


  • Dorchester, Dorset, United Kingdom Humphries Kirk Solicitors Full time

    About the RoleWe are seeking a highly skilled Private Client Solicitor to join our team at Humphries Kirk Solicitors. As a Private Client Solicitor, you will be responsible for managing a caseload of Private Client matters independently, while working as part of a team and towards a financial team target.Key ResponsibilitiesLiaising with clients on a regular...


  • Dorchester, Dorset, United Kingdom Humphries Kirk Solicitors Full time

    About the RoleWe are seeking a highly skilled Private Client Solicitor to join our team at Humphries Kirk Solicitors. As a Private Client Solicitor, you will be responsible for managing a caseload of Private Client matters independently, while working as part of a team and towards a financial team target.Key ResponsibilitiesLiaising with clients on a regular...

  • Senior Accountant

    3 weeks ago


    Dorchester, Dorset, United Kingdom Reed Full time

    Client Manager**Job Summary:**We are seeking a highly skilled Client Manager to join our team at REED Accountancy & Finance. As a Client Manager, you will be responsible for managing and supporting a designated portfolio of clients, undertaking a range of accounting duties, and maintaining regular communication lines with assigned clients.**Key...


  • Dorchester, Dorset, United Kingdom Henderson Scott Full time

    Private Client Solicitor/Legal Executive (NQ-5 PQE)We are seeking a highly skilled and ambitious Private Client Solicitor or Chartered Legal Executive (NQ-5 PQE) to join our thriving team in Dorchester. As a key member of our Private Client Group, you will manage your own caseload of Wills, Trusts, Probate, and Estate Administration matters, working closely...


  • Dorchester, Dorset, United Kingdom Henderson Scott Full time

    Private Client Solicitor/Legal Executive (NQ-5 PQE)We are seeking a highly skilled and ambitious Private Client Solicitor or Chartered Legal Executive (NQ-5 PQE) to join our thriving team in Dorchester. As a key member of our Private Client Group, you will manage your own caseload of Wills, Trusts, Probate, and Estate Administration matters, working closely...