Job Description
As a Assistant Client Portfolio Manager in the professional services industry, you will oversee the management of client portfolios, ensuring the delivery of accurate and timely accounting services. This role is based in Chipping Sodbury and offers a great opportunity to utilise your expertise in accounting and finance.
Client Details
This organisation is a well-established, small‑size professional services firm specialising in accounting and finance. They are committed to providing exceptional service to their clients and fostering a supportive and professional working environment for their team.
Responsibilities
- Manage a diverse portfolio of clients, ensuring their needs are met effectively and efficiently.
- Prepare and review financial statements and reports for accuracy and compliance.
- Provide expert advice on accounting and finance matters to clients.
- Ensure all client accounts comply with relevant regula...
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Submit ApplicationJob Details
- Location yate, england
- Job Type Full-time
- Category Finance
- Posted Date June 20, 2026
- Application Deadline July 30, 2026