Client Portfolio Manager: SME & Advisory
Job in
Carlisle, Warren County, Ohio, USA
Listed on 2026-07-06
Listing for:
Lamont Pridmore
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
Location: Carlisle
Lamont Pridmore in Carlisle is seeking a Client Portfolio Manager to manage a portfolio of clients and deliver high-quality financial advice. The successful candidate will work closely with business owners, preparing financial accounts and management reports while building strong relationships.
The role requires previous client-facing experience in accountancy, strong technical skills, and proficiency with cloud accounting software. A competitive salary of £42,500–£49,500, along with various benefits, is offered for this permanent, full-time position.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×