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Client Portfolio Manager

Job Title: Client Portfolio Manager
Contract Type: Permanent
Location: Wiltshire
Industry:
Salary: Up to £70,000
Start Date: ASAP
Reference: 660DS
Contact Name: Danielle Stavrakis
Contact Email: danielle.stavrakis@24-7staffing.co.uk
Job Published: December 23, 2019 10:22

Job Description

My client is currently seeking an enthusiastic and experienced Client Portfolio Manager. This role offers a great opportunity to work with a wide variety of clients as well as directly with a Partner. Working closely with one of the Partners, this role will deliver a comprehensive, client focussed service to a designated portfolio, supporting the organisation to achieve the goals as laid out in the business plan.

Specific Duties & Responsibilities
•Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
•Acting as a point of contact for GP Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the GP Partner is aware of any outstanding queries
•Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
•Completing more complex accounts work for clients as required by the Partner, where it is not appropriate for the activities to be completed in the compliance centre
•Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting services
•Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
•Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
•Ensuring that all fee notes are generated and sent out in line with partner and client requirements
•Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed

Business Development
•Being proactive in identifying opportunities for the provision of additional services
•Working with the partners to expand the portfolio of clients through the development of external business contacts, networks and direct contact
•Generating new ideas and approaches to client concerns or issues
•Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets

Following Procedures
•Complying with procedures required under Practice Assurance and the Money Laundering Regulations
•Maintaining a personal CPD record and keeping up to date in order to be able to sign the annual CPD Certificate as required by your institute or to meet the firm’s obligations under Practice Assurance