Client Portfolio Specialist

1 day ago


London, Greater London, United Kingdom Seven Investment Management LLP Full time
Job Title: Client Portfolio Specialist

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 Role

This position involves working closely with others within the team, sharing the workload and responsibility, and requiring a strong 'team' attitude.

Key Responsibilities:
  1. Maintaining accurate and up-to-date client, portfolio, and account data in internal and external systems.
  2. Performing Anti-Money Laundering (AML) checks for new and existing clients, including Know Your Customer (KYC) and bank account checks.
  3. 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.



  • London, Greater London, United Kingdom Client Server Full time

    About 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...


  • London, Greater London, United Kingdom Dartmouth Partners Full time

    Job 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...


  • London, Greater London, United Kingdom Scientific Portfolio Full time

    Join 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,...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    Job 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...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    About 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...


  • London, Greater London, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    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,...


  • London, Greater London, United Kingdom FJN Recruitment Solutions Full time

    FJN 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...

  • Payroll Officer

    1 week ago


    London, Greater London, United Kingdom Portfolio Payroll Full time

    Portfolio 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...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    Accounting 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...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    Portfolio 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...


  • London, Greater London, United Kingdom Austin Rose Associates Full time

    We 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...


  • London, Greater London, United Kingdom Client Server Full time

    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...


  • London, Greater London, United Kingdom Hanover Full time

    Job 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...


  • London, Greater London, United Kingdom Portfolio Credit Control Full time

    Job 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...


  • London, Greater London, United Kingdom Trident International Associates Full time

    Trident 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...


  • London, Greater London, United Kingdom Turner & Townsend Group Full time

    Turner & 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...


  • London, Greater London, United Kingdom Additional Resources Full time

    Job 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...

  • Client Portfolio Lead

    3 weeks ago


    London, Greater London, United Kingdom Public Practice Recruitment Ltd Full time

    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...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Cornwall 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...


  • London, Greater London, United Kingdom Mason Blake Full time

    Investment 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...