Client Portfolio Specialist
1 day ago
We are seeking a skilled Client Portfolio Specialist to join our 7IM Operations Department. As a key member of our team, you will play a critical role in ensuring the accuracy and integrity of client, portfolio, and account data.
About the RoleThis position involves working closely with others within the team, sharing the workload and responsibility, and requiring a strong 'team' attitude.
Key Responsibilities:- Maintaining accurate and up-to-date client, portfolio, and account data in internal and external systems.
- Performing Anti-Money Laundering (AML) checks for new and existing clients, including Know Your Customer (KYC) and bank account checks.
- Closure of accounts.
As a Client Portfolio Specialist, you can expect a competitive salary range of £27,000 - £32,000 per annum, commensurate with experience.
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Portfolio Management Systems Specialist
1 day ago
London, Greater London, United Kingdom Client Server Full timeAbout the CompanyWe are Client Server, a leading company in the finance industry. We are seeking a highly skilled Portfolio Management Systems Specialist to join our team in London.The ideal candidate will have strong C# .Net skills, experience with SQL development and a good understanding of finance/trading systems.The role involves designing, developing...
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Client Portfolio Specialist
2 weeks ago
London, Greater London, United Kingdom Dartmouth Partners Full timeJob Title: Client Portfolio SpecialistWe are seeking a Client Portfolio Specialist to join our Investment Operations team in Paris. This role involves supporting the Investment Principals in managing client portfolios and developing operational processes.The estimated salary for this position is around €60,000 - €75,000 per year, based on experience.This...
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Portfolio Solutions Expert
2 days ago
London, Greater London, United Kingdom Scientific Portfolio Full timeJoin us at Scientific PortfolioWe are seeking a skilled Client Solutions Specialist to help our clients get the most out of our platform. As part of our team, you will be responsible for acquiring expertise in our platform, engaging with users, and identifying use cases.The ideal candidate has at least 5 years of experience in the financial industry,...
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Financial Operations Specialist
3 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeJob SummaryWe are looking for an experienced Payroll Specialist to join our team at Portfolio Payroll. As a key member of our operations team, you will be responsible for managing our client's UK payrolls on ADP IHCM, ensuring accuracy and timeliness of all payments.Key Responsibilities- Manage UK payrolls on ADP IHCM- Coordinate with stakeholders to resolve...
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Portfolio Payroll Specialist
2 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeAbout the RoleWe are seeking an experienced Payroll and Pensions Officer to join our Portfolio Payroll team in Lancashire. As a key member of the team, you will be responsible for processing payroll for a variety of clients, ensuring accurate and timely payments.The successful candidate will have excellent technical skills, including proficiency in relevant...
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Client Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeLevitate 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,...
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Commercial Client Portfolio Specialist
2 weeks ago
London, Greater London, United Kingdom FJN Recruitment Solutions Full timeFJN Recruitment Solutions is seeking a skilled Commercial Client Portfolio Specialist to join our team in Surrey.In this role, you will be responsible for managing a commercial book of business, currently valued at £120k. You will work closely with clients to understand their needs and develop strategies to grow the portfolio.About the Role:Manage a...
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Payroll Officer
1 week ago
London, Greater London, United Kingdom Portfolio Payroll Full timePortfolio Payroll: A Dynamic Role for a Payroll ExpertWe are seeking an experienced Payroll Officer to join our team at Portfolio Payroll. As a well-established company in Lancashire, we offer a competitive salary of £30,000 and a chance to work with top-notch clients.This role requires strong technical skills, including proficiency in relevant systems and...
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Client Portfolio Specialist
1 day ago
London, Greater London, United Kingdom ProTalent Limited Full timeAccounting Services Manager Role at ProTalent LimitedProTalent Limited, a respected accounting firm based in Sutton, Surrey, is seeking an experienced Accounting Services Manager to oversee a portfolio of clients and deliver high-quality accounting services.Key Accountabilities:Deliver a broad range of accounting services, including bookkeeping, financial...
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Payroll Management Specialist
1 month ago
London, Greater London, United Kingdom Portfolio Payroll Full timePortfolio Payroll, a reputable accountancy practice based near Chester, is looking for a highly skilled Payroll Management Specialist to join our team. As a key member of our payroll department, you will be responsible for managing daily tasks and workflow, as well as developing and coaching a team of 7 payroll specialists.The successful candidate will have...
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Client Portfolio Specialist
3 weeks ago
London, Greater London, United Kingdom Austin Rose Associates Full timeWe are currently seeking a highly motivated and experienced Client Accounts Manager to join our team in Surrey. As a key member of our business development team, you will be responsible for managing a portfolio of clients and driving growth through business development initiatives. With a competitive salary of £60,000 - £70,000 per annum, this is an...
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Portfolio Management Systems Developer
3 weeks ago
London, Greater London, United Kingdom Client Server Full timeBackend 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...
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Client Portfolio Specialist
2 weeks ago
London, Greater London, United Kingdom Hanover Full timeJob DescriptionWe seek an Investment Manager to join our team of experienced professionals. As an Investment Manager, you will be responsible for managing and deepening HNW and UHNW client relationships, contributing to portfolio construction, and participating in equity research and market analysis.You will work closely with the investment team to make...
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Portfolio Credit Specialist
3 weeks ago
London, Greater London, United Kingdom Portfolio Credit Control Full timeJob DescriptionWe are seeking an experienced Senior Credit Controller to join our team at Portfolio Credit Control. In this role, you will be responsible for managing the credit and collections processes to ensure timely payments from leasehold tenants.Key Responsibilities:Credit Policy Adherence: Monitor and enforce existing credit policies, ensuring best...
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Portfolio Financial Specialist
3 weeks ago
London, Greater London, United Kingdom Trident International Associates Full timeTrident International Associates seeks an experienced Portfolio Financial Specialist to join their prestigious Block and Portfolio Management Accounts team.About the RoleThis exciting opportunity involves managing a client portfolio and taking ownership of the process from start to finish. As a Portfolio Financial Specialist, you will work closely with the...
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Portfolio Management Specialist
2 weeks ago
London, Greater London, United Kingdom Turner & Townsend Group Full timeTurner & Townsend Group is a global leader in programme and portfolio management, and we are seeking a talented Portfolio Management Specialist to join our Real Estate Portfolio & Programme Management team (REPPM). As a Portfolio Management Specialist, you will work closely with our clients to deliver high-quality real estate solutions.Key...
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Client Portfolio Specialist
7 days ago
London, Greater London, United Kingdom Additional Resources Full timeJob DescriptionThe Account Manager will be responsible for overseeing client portfolios and driving project success. This will involve leading projects from initiation to delivery, advocating for clients within the agency, and reporting to an Account Director.Key Skills and QualificationsProven experience as an Account Manager or in a similar role.Strong...
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Client Portfolio Lead
3 weeks ago
London, Greater London, United Kingdom Public Practice Recruitment Ltd Full timeJob 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...
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Cornwall Portfolio Specialist
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeCornwall Portfolio Specialist:We are looking for a highly skilled Cornwall Portfolio Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services division, you will be responsible for managing client portfolios in Cornwall, ensuring compliance with regulatory requirements, and maintaining high standards of...
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Investment Portfolio Specialist
4 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeInvestment Portfolio SpecialistWe are seeking an experienced Investment Portfolio Specialist to join our team at Mason Blake.Responsibilities:Managing and maintaining a portfolio of sustainable bond investmentsConducting thorough credit analyses of issuers and sectors to inform investment decisionsDeveloping and implementing effective investment strategies...