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Permanent

Client Portfolio Manager

Chelmsford
money-bag 10000-500000 Annual
3198878750
Posted 2 days ago

Client Portfolio Manager Remote (home-based) Full-time Competitive Salary About the Opportunity Our client is a growing and forward-thinking accountancy practice that works closely with owner-managed businesses, providing a comprehensive outsourced finance function. Their services extend beyond traditional compliance work, helping clients gain greater control of their finances, improve profitability, and achieve their long-term business goals. This is an excellent opportunity for a qualified accountant who enjoys building strong client relationships and is looking to develop a more commercial and advisory-focused career. The Role As a Client Portfolio Manager, you will take ownership of a portfolio of clients, acting as their primary point of contact and trusted advisor. You will work closely with business owners, helping them understand their financial performance and supporting them in making informed strategic decisions. Alongside managing client relationships, you will lead and support a team, ensuring high standards of service delivery and maintaining efficient workflows across the portfolio. Key Responsibilities Managing and developing relationships with a portfolio of clients Acting as the main point of contact for client queries and advice Leading, mentoring and supporting junior team members Reviewing work to ensure accuracy and high-quality service delivery Monitoring deadlines and coordinating workflow across the portfolio Meeting with clients to review ..... full job details .....

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