Portfolio (Customer Service) Manager

Corstorphine, Edinburgh, City of Edinburgh
£20,000 starting salary
05 Jan 2018
04 Feb 2018
Professional Membership
Seniority Level
Entry Level
Contract Type
Contract, Flexible, Full time

We are looking for an A+ member of staff to join a team of 15 people at our busy Corstorphine office.


If you've taken the trouble to watch the video you will see what our customers say about us. We're looking for someone to join our team of Portfolio Managers. Our PMs are responsible for delivering service so good that they get similar comments across the board.

The new Portfolio Manager to join our existing team of two PMs in a fast moving, busy, engaging, sometimes stressful office environment.

As a business we are constantly striving to deliver the very best in customer service.  We are deadline driven, have lots and lots of clients and are moving from the traditional view of an accountant to a tech driven company offering business advice and support.

The team is a dedicated bunch, tight knit and enjoy the occasional night out!  We continue to grow so are constantly on the lookout for like-minded people to join us.

So, what are we looking for in a Portfolio Manager?

Many, many things. Firstly we need someone who is willing to learn and learn fast. It's a busy role and knowledge will build up over time - we understand that - but we need someone who can pick up the baton and run with it from day one. We have high standards around service delivery and customer service and we need someone with standards at least as high as ours.

We also need someone with an open mind because we like to do things differently for the benefit of our customers.

We need someone who is well organised. The role has lots of elements: our Portfolio Manager's prime responsibility is customer service but they will also be completing tax returns, looking after payroll for their customers, making sure information is being chased for at the right time so deadlines are met without fail.

Then there are inbound telephone calls, emails and general queries to be dealt with, all within our Service Level Agreements. Oh, and don't forget Dividend Calculations and other Companies House questions.

Our Portfolio Managers get to know their customers well and will be looking out for snippets of information so they can proactively pass on value added services... they will also meet with their customers to sign off accounts and tax returns.

And finally, our PMs meet with potential new customers, find out their needs and sell them the right services to meet those needs... at the right price, of course.

The ideal candidate will have worked in an accountancy practice and be at least partly qualified. If they haven't worked in a practice at the very least they will have worked in a busy office environment with a relentless focus on customer service - if they have been in a workplace that required them to hit targets so much the better.

They will be accurate in their work (attention to detail is very, very important) and will be able to prioritise their workload to meet demanding and conflicting needs.

We have a detailed training plan in place so if all of what we've covered sounds daunting, don't worry. For the right candidate development will be provided and we always encourage team members to develop their work based and theoretical knowledge by taking professional qualifications.

So, to summarise.

The role is busy... it is customer focused; essentially our new Portfolio Manager will be looking after the ongoing needs of a group of clients as well as taking the time to build value in their portfolio by bringing on new clients.

Or, think of it this way, they will have the opportunity to effectively run their own practice within the safe environment of a larger business.

Next Steps: In the first instance you should call Richard Lambert on 0131 202 9888.  We’re looking to fill this role as quickly as possible and so will be running interviews over the next couple of weeks.

Interviews will be at our office in Corstorphine and there will be two of them – firstly a get to know you meeting (we know you’ll be looking at us as well as us looking at you) and then a more in depth interview if you are successful through the first stage.