Senior Client Portfolio Manager  
Published
23rd April 2025
Location
Swindon, United Kingdom
Category
Job Type
Salary
Up to £70,000

Description

Senior Client Portfolio Manager                               Swindon                                             Up to £70,000

 

Our client, a leading provider of Accounting and Business Advisory services, seeks a Senior Client Portfolio Manager to join their expanding team.

 

As a Senior Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director.

 

Key responsibilities include:

 

  • Maintain and enhance relationships with clients in your portfolio, addressing complex accounting and tax issues while ensuring regular communication and prompt resolution of queries.
  • Serve as the primary contact in the absence of the Partner, ensuring all client matters are managed promptly and efficiently
  • Provide coaching, mentoring, and support to junior team members, fostering their professional growth and ensuring high-quality client service.
  • Develop and nurture long-term relationships with clients, identifying opportunities to provide additional services.
  • Collaborate with Partners to expand the firm's client base through networking and direct engagement with potential clients.
  • Support business development initiatives, including client pitches, proposals, and participation in marketing and promotional activities

 

The successful candidate will have proven experience managing a diverse client portfolio within an accounting or business advisory context, have experience leading and mentoring teams, with a track record of developing junior staff members and proven business development skills.

Apply
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