Client Portfolio Manager - Taunton, United Kingdom - Butler Rose

Butler Rose

Verified Company

Taunton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Butler Rose are working alongside a regional accountancy firm, steeped in history and with an excellent reputation as they seek to recruit a Client Portfolio Manager to join their ranks.

This role is a fantastic opportunity for someone seeking an establishedteam, opportunities to progress and to work with a diverse range of clients.

Roles and responsibilities:

Maintain strong relationships with clients in your portfolio
Act as point of contact for clients, handle queries and advise clients
Visiting clients to discuss requirements, advise on how to better processes and be responsible for selling the firms services
Monitoring budgets
Ensuring fee notes are generated and remained on top of
Providing adhoc work for the firm

You will have previous experience of working in a similar role with a broad range of clientele, you'll be ACCA/ACA qualified, have a well rounded skill set and the ability to communicate clearly with both colleagues and clients.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.