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Permanent Client Portfolio Manager jobs in England

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TRAINEE CLIENT ACCOUNTANT - PROPERTY MANAGEMENT - WOLVERHAMPTON - 53439

Reporting to clients (standard and client specific reporting) ensuring all SLAs and KPIs are adhered to. Ensure accurate reconciliation of service charge income and expenditure. Point of contact for client queries, providing suppo...

CompanyAmr - Specialist Property Recruiters
AddressWest Midlands, England
CategoryAccounting & Finance
Salary£23,000 - £26,000 per annum
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

Trainee Client Accountant - Property Management - Wolverhampton - 53439

Amr - Specialist Property Recruiters

West Midlands, England

£23,000 - £26,000 per annum

Reporting to clients (standard and client specific reporting) ensuring all SLAs and KPIs are adhered to. Ensure accurate reconciliation of service charge income and expenditure. Point of contact for client queries, providing suppo...

2 weeks ago seen See more...

Client Accounts and Tax Manager

Postify Limited

South East

£37,777 - £49,777 per annum

Annual Salary 37,777 - 49,777 dependent on qualifications and/or practical experience. Personal as well as technical development activities. 28 days holiday (including Bank Holidays) each year. A Workplace Pension. Free parking....

2 weeks ago seen

Insights Manager Client-side

Harnham - Data & Analytics Recruitment

South East

£40,000 - £50,000 per annum

Deliver insights senior stakeholders. Design questionnaires and surveys. Using research and insight to help inform overall business and brand strategy. Collaborate with the wider teams in the business to support with business insi...

2 weeks ago seen See more...

Client Relationship Manager - Discretionary Share Plans

Equiniti

West Sussex, England

Competitive salary

Deliver targeted revenue across their client portfolio. Take ownership of their Client Relationships, by putting in place detailed administration guides, ensuring timetables for the company's share plan activity are developed and...

2 weeks ago seen See more...

Senior Product Manager, Portfolio Construction and Real time

London Stock Exchange

South East

Competitive salary

Set strategy, vision, and mission of their capability area, communicating that across FTSE Russell to wide stakeholder groups. As business owner, develop proactive relationships with senior leaders across business units and techno...

2 weeks ago seen

Senior Product Manager - Index Portfolio Construction

London Stock Exchange

South East

Competitive salary

Set the strategy, vision, and mission of their capability area, communicating that across FTSE Russell to wide stakeholder groups. As business owner, develop proactive relationships with senior leaders across business units and te...

2 weeks ago seen

Private Client Tax Manager

Distinct Recruitment

South East

£65,000 - £75,000 per annum

Hybrid working 3/2 days working from home per week. Flexible working core hours 10am-4pm. Chance to buy extra holidays. 6% employer pension contribution. Enhanced maternity / paternity leave. Free onsite gym. Bike purchase / t...

2 weeks ago seen See more...

Client Service Manager

Aon

South East

Competitive salary

The CSM is actively expected to contribute to Client Management Leadership, GBS and broader OLB initiatives. How this opportunity is different The CSM is ultimately accountable for the delivery of all elements of the service provi...

2 weeks ago seen

Trainee Client Engagement Manager

I2I Recruitment Consultancy

Gloucestershire, England

Youll start youll career in a relatively entry level role, and learn from the bottom up. Offering administrative assistance to clients and your wider team. Data entry and data input across various IT systems. An opportunity to s...

2 weeks ago seen See more...

Client Executive Manager, Senior Vice President at Citi

Efinancialcareers

South East

Competitive salary

Build long lasting trusted client relationships - be a trusted advisor, act as clients advocate within Citi. Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Produ...

2 weeks ago seen

Senior Director Level, Portfolio Development and Asset Management, European Infrastructure Fund

Efinancialcareers

South East

Competitive salary

Senior Director level - Infrastructure Portfolio Management, Major Infrastructure Private Equity Fund We are now working with one of the a major infrastructure private equity fund, who are looking to hire a Senior Director level p...

2 weeks ago seen

Client Care Manager

Recruitment Solutions

Kent, England

£24,000 - £26,000 per annum

Manage teams across various local locations with a proactive and organized approach. Develop and maintain an in-depth understanding of our products and services to assist with client inquiries, adhering to operational protocols an...

2 weeks ago seen See more...

Associate Director, Relationship Management, UHNW Clients

Efinancialcareers

South East

Competitive salary

Support existing and develop new relationships with private clients. Develop a complete understanding of clients business objectives, goals and marketchallenges and ensurerelationshipplan is consistent. Educateclients on emerging...

2 weeks ago seen

Client Services Manager- Chartered Financial planning Firm

Njr Recruitment

Shrewsbury, Shropshire

35000.00 GBP Annual

Client Services Manager - Chartered Financial Planning Firm Locations: Shrewsbury/StaffordSalary: 25,000 - 35,000Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join th...

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Client Commercial Finance Manager

Cms Uk

South East

Complete day to day working knowledge of all key budget areas facilitated through regular contact with key budget holders, ensuring budgets are monitored and advance action is taken where necessary to correct variances. Providing...

2 weeks ago seen

Client Account Manager

Allen Associates

Oxfordshire, England

£35,000 - £45,000 per annum

Client Account Manager Responsibilities The Client Account Manager will be responsible for: Up-selling and cross-selling to achieve new sales and expand existing accounts Identifying new target audiences Implementing clear strateg...

2 weeks ago seen See more...

Client Relationship Manager

Caroola

West Midlands, England

Preferred experience in the industry or recruitment. Strong verbal and written communication skills. Effective time management to ensure timely execution of all duties. Demonstrated ability to create and implement account plans. S...

2 weeks ago seen See more...

Client Relationship Manager

I Love My Job Ltd

South East

£30,000 - £33,000 per annum

30,000 - 33,000 DOE. Full-time, Remote. B Corp Certified. Work with the Operations, Product, and Marketing teams to support sales initiatives and promote programmes. Contribute to the sales strategy by identifying opportunities...

2 weeks ago seen See more...

Pension Client Services Manager

Alexander Lloyd

Lancashire, England

Manage and support relationships with trustees and sponsors of DB pension schemes. Attend client meetings, virtually and possibly face-to-face. Oversee specific projects such as data and GMP equalisation. Ensure full compliance wi...

2 weeks ago seen See more...

Client Experience Associate - Global Asset Manager

Efinancialcareers

South East

Competitive salary

Our client is a leading Global Asset Manager with a broad range of successful funds, including private markets. The role holder will be responsible for supporting the Head of Client Experience to measure and support the effectiven...

2 weeks ago seen

Client Accounts Manager

Agility

Lancashire, England

£40,000 per annum

Providing expert advice on all matters financial including tax advice. Preparation of accounts. Managing budgets. Undertaking financial audits. Providing financial advice....

2 weeks ago seen See more...

Client Account Manager

Office Angels

Middlesex, England

£26,000 per annum

26,000k. Hours 0830-5.30. Hybrid will be offered. Building and maintaining long-term relationships with clients, serving as their primary point of contact. Understanding clients' needs and providing tailored solutions to help the...

2 weeks ago seen See more...

Client Accountant Block Management

Deverellsmith

London, England

£30,000 - £40,000 per annum

Generate financial reports for clients and senior management (monthly, quarterly, year-end). Analyse expenditure vs. budget, arrears, and cash flow, summarising the findings in reports. Prepare and finalise service charge accounts...

2 weeks ago seen See more...

Private Client Tax Manager

Distinct Recruitment

Hertfordshire, England

£60,000 - £70,000 per annum

Progression there plenty of examples of individuals progressing internally. 2 days per week working from home. Easy to reach on public transport. Focus across the firm on work life balance. Office closed over Christmas for fami...

2 weeks ago seen See more...

Audio Visual - Client Direct Project Manager

Proav Ltd

South East

Perform work on multiple projects within the budgeted cost and to the satisfaction of the client. Ensure successful and profitable execution by following standards and supporting the implementation of processes and SOPs that driv...

2 weeks ago seen

Client Account Manager

Dg Partnership Ltd

Essex, England

£28,000 - £30,000 per annum

Prioritise the booking of customers to our events and maximise the attendance rate. Host important discovery and onboarding meetings with customers by zoom to deliver an exceptional start to our clients journey with us. Nurture c...

2 weeks ago seen See more...

Investment Management - International Equity Portfolio Specialist - Executive Director

Efinancialcareers

South East

Competitive salary

We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the glo...

2 weeks ago seen

Senior Manager – Equity and Partnerships Portfolio Management

Homes England

London, Greater London

Salary:circa 64,025. Working Pattern:Full Time. Contract Type:Permanent. Hours:35....

2 weeks ago seen See more...

Acquisition/Integration Support -Private Client Wealth Management-

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

2 weeks ago seen See more...

Client Success Manager

Stott And May

London, England

40000-50000

Client Relationship ManagementServe as the primary point of contact for assigned clients.Develop and maintain strong, long-lasting client relationships.Conduct regular meetings with clients to understand their needs, goals, and ch...

2 weeks ago seen See more...

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