Permanent Client Portfolio Manager jobs

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CLIENT MANAGER, COMMERCIAL INSURANCE

Ensure the highest level of service to each assigned client in line with the agreed client service tools. Identify and introduce Aons products and services to meet the clients' needs and understand and communicate each Clients b...

CompanyAon
AddressLancashire, England
CategoryInsurance
SalaryCompetitive salary
Job typePermanent, full-time
Date Posted 2 months ago See detail

Client Manager, Commercial Insurance

Aon

Lancashire, England

Competitive salary

Ensure the highest level of service to each assigned client in line with the agreed client service tools. Identify and introduce Aons products and services to meet the clients' needs and understand and communicate each Clients b...

Sales client manager estate agency.

Amr - Specialist Property Recruiters

Middlesex, England

£26,000 - £50,000 per annum, OTE

Our Estate Agency Client are looking for a Sales Client Manager to join them in their successful Stanmore branch. As a Sales Client Manager, you will need to: Assist the manager in developing the largest dominant market share for...

Digital Portfolio Manager

Department For Transport

London, England

40000.00 GBP Annual

Are you a proactive and motivated individual who enjoys collaborating with a wide range of stakeholders? Do you thrive in a fast-paced and busy work environment? The Digital Portfolio Manager will be responsible for co-ordinating...

Underwriting Portfolio Manager - P&C

Q Underwriting

United Kingdom

not provided

The Role: Underwriting Manager P & CTo support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of...

Portfolio Manager / Director

Experis - Manpowergroup

London, England

Competitive

Role Title: Portfolio Manager / Director Duration: 6 Months Location: London Hybrid Rate: GBP750 via Umbrella Our client is at the forefront of innovation to address the entire breadth of opportunities in the evolving world of clo...

Software Engineer (Python) - Cap Arb Portfolio Manager Tools

Millennium Management Llc

London, England

Competitive

Design, build and maintain beautiful, robust and high-performance APIs and services. Ensure that our system is extensible, scalable, reliable and meets agreed-upon SLAs for both external users (PMs) and internal users (your teamma...

Tax - Private Client Manager

Azets

Bradford, West Yorkshire

Own and manage a client portfolio with higher level of client responsibility, oversee your teams portfolios and inputting to workflow planning. Deliver revenue and profitability targets. Foster enduring client relationships . Dev...

Facilities and Property Portfolio Manager

The Best Connection

Bromsgrove, Worcestershire

£35,000 to £47,000 per annum

Our People are critical to our success and therefore their place of work is an essential part of our fee-for-service based business! Key Responsibilities:Management of the current facilities teamSupport and develop collaborati...

Client Manager

Close Brothers

Home-based

Competitive

Manage and control a portfolio of 40-50 factoring and invoice discounting clients with funds in use of up to 3,000,000. Minimise the risk of loss through use of risk management tools and implementation of risk management procedur...

Associate Director, Structured Distribution, Portfolio Management

Lloyds Banking Group

London, Greater London

Competitive

Work with coverage and product teams to identify areas of opportunity and growth and opportunity. Assess options available to overcome blockers for growth e.g. synthetic securitisation, cash securitisation, co-investment, sub-part...

Client Manager

Red Rock Partnership

Tyne & Wear

£26,500 - £30,000/annum N/A

This position can be a hybrid. Youd be managing 150/200 clients. You can expect - ongoing training and support, flexible and at home working, AAT Study support package, annual salary reviews and appraisals. Preparation of Year-En...

Senior Credit Portfolio Manager

Marks Sattin

South East

Take the leading role in formulating credit policy and procedures. Assist the Head/Deputy Heaf of CRD on the Credit Portfolio management. Ensure timely delivery and accuracy of internal and external reports. Effectively monitoring...

Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Spearhead the development of credit policies and protocols, consistently revising and refining them as needed. Generate comprehensive Credit Portfolio reports for dissemination to Head Office, Local Regulators, Senior Management,...

Practice Client Manager - North Dorset

Hays Specialist Recruitment Limited

Dorset, England

£30,000 - £40,000 per annum

Their clients have a wide geographical spread, mainly within the Dorset, Wiltshire, Hampshire and Somerset areas.This is very much a general practice role primarily dealing with a mixed bag of limited companies, sole traders, and...

Client Manager - Accountancy Practice

Hays Specialist Recruitment Limited

Tyne And Wear

£30,000 - £42,500 per annum

Manage a portfolio of clients, ensuring their financial records are accurate and compliant with UK accounting standards. Prepare financial statements, tax returns, and other financial reports for clients, adhering to UK taxation a...

Senior Accountant/Client Manager

Hays Specialist Recruitment Limited

West Midlands, England

Salary negotiable

Your new company is an award-winning practice and highly regarded by both staff and clients in the region. Driven by a strong team of partners who are consistently winning new clients and growing fees.Your new role is to support a...

Client Manager - UK Construction

Aon

South East

Competitive salary

Client relationship management (direct clients and/or network). Client and/or network meetings. Providing benchmarking and placement advice to clients. Provide technical wording advice to clients and/or network. Collation of proje...

Senior Portfolio Manager (Reinsurance)

Orange Malone

London

Generous basic with up to 80% bonus

This will involve working closely with the client to identify the investment guidelines (IMA) and then developing the process - pricing, modelling the portfolios, looking at public credit, etc.Once the portfolio is constructed, th...

Research Portfolio Manager

The Francis Crick Institute

London, England

45550.00 - 45550.00 GBP Annual

Leading on processes to gather initial project information, to assist with the triage of human studies, identifying key regulatory and governance requirements and ensuring the are allocated to the appropriate teams. Supporting rel...

Senior Accountant/Client Manager

Hays Senior Finance

Bristol, England

£40,000 - £50,000, £50,000 - £60,000

Within the role you will be reporting directly into the Partner and your responsibilities will include: Being the main point of contact for a portfolio of clients, some general tax work, managing junior staff as well as other task...

European ABS Analyst, Portfolio Management

Efinancialcareers

South East

Competitive salary

Underwriting and credit analysis ABS, including lender and servicer due diligence. Cashflow modelling of ABS transactions. Project management of underwriting new investments. Take part in investment committee meetings and weekly v...

Client Manager

Hays Senior Finance

Bristol, Bristol

£40,000 - £50,000, £50,000 - £60,000, £60,000 - £70,000

Your new companyYour new company is a forward thinking accountancy practice based in Bristol that work on an exciting portfolio of clients Your new roleIn your new role you will run and manage a portfolio of clients, reviewing acc...

Portfolio Manager & Credit Analyst - Project Finance

Efinancialcareers

South East

Competitive salary

Support senior staff in managing a portfolio of accounts, undertaking credit analysis, and maintaining credit surveillance. Prepare credit applications and manage data input for various systems, providing guidance to junior staff...

Senior Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Take the leading role in formulating credit policy and procedures. Assist the Head/Deputy Heaf of CRD on the Credit Portfolio management. Ensure timely delivery and accuracy of internal and external reports. Effectively monitoring...

Group Client Manager - Logistics

Indigo Search Ltd

Golborne, Greater Manchester

£38000 - £45000 per annum + Bonus (up to 10%) + Benefits

Reporting into the Head of Function, the Group Client Manager will be responsible for a Customer Services team (headcount of up to 7 people). Liaising with key clients of this logistics business. Utilisation of KPI's & Processes i...

Client Manager/High-Growth firm No2

Olivia Ruella Limited

Kent, England

£50,000 - £70,000 per annum

Review of year-end statutory accounts. Review of management accounts, production, and reporting packs. Corporate and personal tax compliance. R&D work. EIS share schemes. Formal qualification - ACA preferred. Background in practic...

Client Services Manager

Grafton Recruitment

Cheltenham, Gloucestershire

£35,000 - £40,000/annum

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm...

Client Services Delivery Manager – L&D

Blue Eskimo

Reading, Berkshire

£30,000 - £40,000/annum

Set up and manage extensive training outsourcing projects. Coordinate customer requirements and define clear project goals. Document the process landscape and optimise existing processes. Create detailed project frameworks and exe...

Client Services Manager - Retail Point of Sale

The Recruitment Orchard

Whetstone, Leicestershire

Ensure that the service delivery levels are kept above the clients expectations. Attend Face to face client meetings. Take ownership of the overall management of your projects; be the main Point of contact & build relationships...

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...