Portfolio Assistant

1 week ago


Kings Hill, United Kingdom CV-Library Full time

Role: Portfolio Assistant
Salary: From £24,020 to £27,038pa DOE
Location: Hybrid/Kings Hill, Kent

Why Join CSG?

CSG is striving to be recognised as the global leader in Education and Public Sector services, currently operating in 86 countries, with 1,800 staff across 28 trading brands, providing expertise ranging from: HR Services, IT Services, Energy, Education Resources, Procurement and many more. Currently growing at a rate of 25% each year, CSG has expanded via an innovative buy and build model delivering an important mix of organic growth, acquisitions and strategic joint venture partnerships. Therefore, it is an exciting and interesting time to join a growing organisation and be part of shaping the future of CSG.

What You’ll Bring:

LASER Energy are looking for a highly organised Portfolio Assistant to take accountability for delivering the portfolio service, ensuring accurate and timely processing of any changes to their customers' portfolio of sites/energy supplies.

The successful candidate will have an eye for detail, excellent time management, and strong communication and problem-solving skills. Although this is not a customer-facing role, it involves significant collaboration across teams, ensuring seamless communication and workflow between departments.

What You’ll Achieve:

As Portfolio Assistant you will:

Be the first point of contact for portfolio enquiries, resolving in a first time response where possible

Deliver accurate portfolio management to your portfolios of customers

Ensure portfolio changes follow defined processes to ensure consistency of service and enable visibility of portfolio change progress throughout

Maintain accurate and up to date systems, for your portfolio of sites, reflecting changes and pending changes

Obtain accurate and full data sets for the onboarding of new customers, sites or supplies, ensuring go live and full system set up in advance of opening invoices

Proactively report updates to customers on changes in their portfolio
What we Offer:

25 days of annual leave, plus bank holidays

An additional day off for your birthday to celebrate as you wish

Access to a generous discount scheme, including retail and gym memberships

Life assurance coverage

Health cash plan initiative

Companywide events
What We Require:

Proficient in Microsoft Excel, including advanced data manipulation and reporting skills.

Strong attention to detail, ensuring accuracy and precision in data handling and reporting

Excellent telephone manner and strong communication skills both oral and written

Knowledge and experience in the energy supply industry is desirable but not essential

Able to build rapport quickly within teams, with peers and stakeholders
About LASER Energy

LASER Energy’s mission is to deliver unique end-to-end solutions that help reduce energy costs and support the public sector on their journey to net zero.

As the leading provider of decarbonisation and energy services to the public sector, our goal is to always push the boundaries; we’ll explore new solutions and technologies to make sure the journey to net zero grows ever-greener and always more efficient – for us and our customers. All the while we strive to deliver on our goals, we also recognise how important it is to create an inviting, colourful place for our employees to work.

About Commercial Services Group

Commercial Services Group (CSG) is the largest, local authority-owned trading company (LATCO) in the UK, wholly owned by Kent County Council. CSG generates over £800m in revenue per annum and provides services to over 16,000 education and public sector customers globally



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