Client Portfolio Manager                                            Chippenham                                     Up to £55,000

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

As a Client Portfolio Manager, you will be responsible for delivering comprehensive and client-focused services to a designated portfolio, working closely with a Partner/Director. Your role will involve managing a diverse range of clients, ensuring their financial and business needs are met with precision and expertise.

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 and experience leading and mentoring teams.