client portfolio manager

Greenscape Land Design, Inc

The Landscape Account Manager provides year-round management of a client portfolio including landscape maintenance and snow removal services with Route Volume over $1,000,000. Serves as the primary contact for their assigned customers, providing indirect supervision for crews. Oversees existing client accounts and new customer acquisitions for landscaping projects. Responsible for customer relations and meeting financial goals. All duties will be performed based on professional training and experience under the direction of the Branch Manager.ESSENTIAL ELEMENTS<ul><li>Serve as our clients&rsquo; primary contact to ensure customer satisfaction and outstanding quality of work.</li><li>Conduct client meetings and site walk-throughs upsell present opportunities for enhancements and ensure landscape maintenance operations meet quality and safety standards.</li><li>Manage a portfolio of maintenance and snow accounts.</li><li>Manage, maintain, and teach design intent of property.</li><li>Work with production Manager to schedule work.</li><li>Provide effective leadership to properly motivate employees and promote a strong company culture.</li><li>Consistently deliver excellent customer service and conflict resolution.</li><li>Ensure that accurate daily crew schedules are maintained.</li><li>Meet short and long-term sales goals through out-of-contract enhancement opportunities.</li><li>Manage and update sales pipeline and obtain proper approval prior to performing any out-of-contract work.</li><li>Assist in training, managing, and motivating maintenance crew teams.</li><li>Assist management with managing labor hours and work quality.</li><li>Work to address and resolve client issues by evaluating concerns and developing solutions.</li><li>Follow proper corporate procedures to ensure timely billing of completed jobs.</li><li>Responsible for financial management of assigned book of business.</li><li>Responsible for customer and contract management, assessment, and renewal.</li><li>Perform Property Assessments</li><li>Manage client contact process</li><li>Attend necessary property meetings</li><li>Achieve and maintain a renewal rate of at least 90% and an enhancement rate of at least 45%</li></ul>SECONDARY ELEMENTS&middot; Perform other related duties as assigned or as requiredREQUIREMENTS&middot; BS Degree or equivalent and 4 years landscape maintenance account management experience, preferred.&middot; 3 years&rsquo; experience managing crews preferred.&middot; Familiarity with CRM program maintenance, estimating, and pricing.&middot; Adaptable nature in an ever-changing environment.&middot; Prior experience in the landscape industry, within the local market preferred.&middot; Strong time management and organization skills.&middot; Strong analytical skills and ability to meet critical deadlines with accuracy and attention to detail.&middot; Certifications Landscape and Snow Professional, and holder of Pesticide Applicator License preferred.&middot; Strong plant identification and turf knowledge,&middot; Experienced use of Microsoft Office, and the ability to learn industry programs quickly.&middot; Valid driver&rsquo;s license.&middot; Ability to work flexible hours during snow season.&middot; Highly motivated, self-driven individual who is detail oriented.&middot; Excellent verbal and written communication skills.&middot; Outstanding time management skills.&middot; Ability to prioritize and multitask.&middot; Clean and professional appearance.&middot; Punctual and dependable.&middot; Flexible schedule to accommodate extended needs of the business, as may be required.&middot; Strong business acumen.&middot; Committed to customer service and satisfaction.&middot; Bilingual (Spanish/Portuguese) a plus.PHYSICAL DEMANDS&middot; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&middot; Sitting for extended periods of time.&middot; Dexterity of hands and fingers to operate a computer keyboard mouse, and other computing equipment.&middot; Must be able to lift 50 lbs. and withstand working in weather conditions typical of the New England region.&middot; Ability to uphold the stress of traveling.&middot; Regular, predictable attendance is required.Pay: From $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>License/Certification:<ul><li>Driver's License (Required)</li></ul>Work Location: In person

Landscape Maintenance Account Manager

Holland & Knight

<div>We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. 
This position may be based at the Firm's Global Operations Center in Tampa, Florida or at the Firm's office in Dallas.
General Description:
We are seeking an IT Portfolio Manager to join our team. The IT Portfolio Manager manages the business unit's project portfolio while leading large, complex initiatives end to end ensuring delivery of measurable value aligned with strategic objectives. This role provides visibility, analysis, and coordination across initiatives, balancing hands‑on project execution with portfolio oversight. They apply advanced project management practices to drive clarity, while maintaining rigorous governance, proactive risk management, strong stakeholder alignment and disciplined execution across enterprise‑level efforts.
Key Responsibilities and Essential Job Functions:<h3 class="jobSectionHeader">
Project Leadership &amp; Execution</h3><ul><li>
Lead largescale, complex initiatives end-to-end, ensuring delivery meets defined scope, schedule, budget, quality, and value expectations.</li><li>
Apply advanced project and program management practices to ensure outcomes deliver measurable strategic value.</li><li>
Establish and validate project scope, value drivers, success criteria, and delivery approach.</li><li>
Develop and maintain integrated project plans incorporating critical path, resource strategy, and value delivery sequencing.</li><li>
Drive disciplined execution, accountability, and delivery excellence across diverse cross functional teams.</li><li>
Tailor multimodal delivery approaches (Waterfall, Agile, Hybrid) while enforcing governance rigor and organizational standards.</li><li>
Manage vendor activities, including RFP development, evaluation, selection, and oversight of vendor performance and contracted deliverables.</li></ul><h3 class="jobSectionHeader">
Stakeholder Management &amp; Communication</h3><ul><li>
Operate as the primary interface to executive sponsors, business, and technical leaders as well as project stakeholders.</li><li>
Drive broad alignment across projects, business, and technical teams through structured engagement and feedback loops.</li><li>
Proactively communicate to stakeholder project status, risks, dependencies, and decisions, as appropriate. Produce executive ready reporting on portfolio status and impact.</li><li>
Travel as needed to support stakeholder engagement and project oversight.</li></ul><h3 class="jobSectionHeader">
Risk, Issue &amp; Dependency Management</h3><ul><li>
Identify and manage portfolio and project level risks, issues, and dependencies.</li><li>
Optimize mitigation strategies across portfolios, remove systemic blockers swiftly and escalate risks and issues with clarity and urgency.</li><li>
Assess impacts of changes to timelines, scope, resources, or priorities and guide decision-making.</li></ul><h3 class="jobSectionHeader">
Financial &amp; Resource Management</h3><ul><li>
Manage project budgets, forecasts, and variance in alignment with PMO standards.</li><li>
Support annual planning by capturing desired outcomes, benefits, costs, and estimated ROI.</li><li>
Track forecasts and actuals escalating projected overages.</li><li>
Coordinate resource planning including business-level resources and capacity considerations to support delivery commitments.</li><li>
Provide data to inform prioritization, sequencing, and staffing decisions.</li><li>
Ensure data elements are in place to deliver measurement of expected value outcomes</li></ul><h3 class="jobSectionHeader">
Governance &amp; Documentation</h3><ul><li>
Maintain accurate project documentation, including charters, schedules, RAID logs, status reports, and change requests in designated PMO Tools.</li><li>
Ensure compliance with organizational governance, quality standards, and delivery controls.</li><li>
Champion a culture of disciplined execution and accountability across all delivery teams.</li><li>
Maintain portfolio dashboards and reporting accuracy.</li><li>
Capture lessons learned and contribute to continuous improvement across delivery practices.</li></ul><h3 class="jobSectionHeader">
Change &amp; Adoption Support</h3><ul><li>
Lead structured change management activities to support adoption of complex initiatives.</li><li>
Partner with business leaders to assess stakeholder impacts, readiness, and adoption risks.</li><li>
Coordinate change sequencing and communication across initiatives to support organizational readiness and adoption.</li><li>
Ensure communication, training, and transition planning are integrated into project execution.</li></ul><h3 class="jobSectionHeader">
Portfolio Coordination and Optimization</h3><ul><li>
Maintain business/IT unit portfolio, roadmap, and initiative inventory.</li><li>
Facilitate portfolio prioritization and resource allocation for demands and projects</li><li>
Work with portfolio chief to sequence work based on priority and resource capacity</li><li>
Track progress of all initiatives (with or without dedicated PMs) and ensure PPM tool accuracy.</li><li>
Balance conflicting priorities and help remove portfolio‑level blockers.</li></ul><h3 class="jobSectionHeader">
Mentoring &amp; Best Practices</h3><ul><li>
Mentor and support the development of less experienced Project Managers.</li><li>
Promote consistent use of PMO processes, tools, and best practices.</li><li>
Contribute to the continuous improvement of delivery standards and practices.</li></ul><h3 class="jobSectionHeader">
Additional responsibilities</h3><ul><li>
Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.</li><li>
Special project and duties as assigned.</li></ul>
Required Skills:<ul><li>
End-to-end leadership and accountability for large-scale, complex portfolio initiatives</li><li>
Advanced project and program management expertise with multimodal delivery leadership (Waterfall, Agile, Hybrid)</li><li>
Strategic portfolio planning, prioritization, and resource allocation leadership</li><li>
Integrated project planning, critical path management, and delivery governance</li><li>
Executive stakeholder engagement with ability to interface at all organizational levels</li></ul><ul><li>
Portfolio risk, issue, and dependency management with proactive mitigation strategies</li><li>
Financial stewardship including budget management, financial and resource forecasting, variance oversight, and ROI transparency</li><li>
Vendor management, contract oversight, and multi-workstream coordination</li><li>
Governance oversight, compliance accountability, and delivery discipline</li><li>
Portfolio optimization, roadmap management, and strategic sequencing leadership</li><li>
Experience using project management tools, templates, and governance processes.</li><li>
Organizational change leadership and cross initiative adoption enablement</li><li>
Data-driven decision making and value outcome measurement support</li><li>
Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.</li></ul>
Required Qualifications &amp; Education:<ul><li>
Bachelor&rsquo;s degree in business, Information Systems, Information Technology, or a related field</li><li>
6+ years of project portfolio management experience.</li><li>
Project Management Professional (PMP) required.</li></ul>
Preferred Qualifications &amp; Education:<ul><li>
Master&rsquo;s degree in business, Information Systems, Information Technology, or a related field</li><li>
Advanced program or portfolio management certification (PgMP&reg;, PfMP&reg;) strongly preferred.</li><li>
Agile or hybrid delivery certification (e.g., SAFe&reg;, Disciplined Agile, CSM) preferred.</li><li>
Previous experience in a law firm a plus</li></ul>
Physical Requirements:<ul><li>
Ability to sit or stand for extended periods of time.</li><li>
Moderate or advanced keyboard usage.</li></ul>
Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.
Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&amp;D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
Holland &amp; Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact ApplicantAccommodations@hklaw.com.
Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland &amp; Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland &amp; Knight LLP&rsquo;s privacy policies.</div>

IT Portfolio Manager

Allianz

What do we expect you to bring?
 
<ul>
<li>Bachelor's or Master's degree in Statistics, Mathematics, Engineering, or Actuarial Science (preferably registered).</li>
<li>At least 3 years of experience in the insurance market.</li>
<li>Advanced proficiency in English.</li>
<li>Proficiency in Python and SQL.</li>
<li>Experience in reporting using KNIME SAS.</li>
<li>Proficient in data analysis, with a strategic mindset and strong presentation skills.</li>
<li>A team player who values teamwork and collaboration.</li>
<li>Having knowledge in Artificial Intelligence (AI) development, Data Analytics, Data Intelligence, AI/Data Strategy, and ChatGPT.</li>
</ul>
How can you make an impact?
 
<ul>
<li>Monitor the production and profitability of Non-Motor Retail Insurance products using both internal and external data.</li>
<li>Play an active role in data transformation initiatives.</li>
<li>Create and monitor reports and dashboards necessary for performance tracking, and develop action recommendations.</li>
<li>Analyze market dynamics and propose new project ideas based on the insights.</li>
<li>Conduct actuarial analyses required in the new product development process.</li>
<li>Generate ad-hoc analyses and reports in a big data environment.</li>
<li>Develop risk, churn, and segmentation models using machine learning techniques.</li>
</ul>
What we will offer you?
 
Company: 
<ul>
<li>Working in Green certificated pet friendly Allianz Tower / Allianz Kampüs with modern work spaces, gym social areas.</li>
<li>Working in agile, flexible, digital and social culture</li>
<li>Flexible working hours</li>
<li>Working 40 hours a week</li>
<li>Hybrid working</li>
<li>Flex summer (August)</li>
<li>Part time working</li>
</ul>
Benefits: 
<ul>
<li>Yearly bonus</li>
<li>Home expense payment</li>
<li>Transportation</li>
<li>Life insurance</li>
<li>Employer sponsored pension Family included health insurance</li>
<li>Special Allowances (Marriage, newborn etc.)</li>
<li>Meal Allowance (Cash/monthly)</li>
</ul>
Leave Rights: 
<ul>
<li>School Report Day (Half Day) First Day of school (Half Day)</li>
<li>Birthday day off</li>
<li>Paternity Leave – 30 days</li>
<li>Marriage Leave – 5 days</li>
<li>After 4 years of work, having extra one day annual leave each year (up to 26 days)</li>
</ul>
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer.
 We are united by a shared commitment: to put our cutomers first and at the centre of everything we do. Their needs inspire our thinking and guide our actions. Together we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future for our customers and the world around us.
 At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matter, and integrity, fairness, inclusion and trust are at the heart of our culture.
 We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
 Join us. Let's care for tomorrow.
 
And there is much more!
 Do the items above define you? Do you believe you can passionately and successfully carry out the tasks involved in the job description, that is the perfect match for you? Then, come and apply for the“PC Retail Insurance Member - Non Motor Portfolio” position.”
 
While you await news from us, we would like to share a playlist with you to help you enjoy your time.
 https://open.spotify.com/playlist/1Zx2if289cAz4WClmUvsL5?si=b48f678f66424584
 
“This is Allianz, life is quite different here!”
 #TutkuylaYürüyenlerinYolu #LetsCareForTomorrow #AllianzTürkiye
 
Kişisel verilerinizin KVKK kapsamında işlenmesine ilişkin açıklama metnine aşağıdaki bağlantıdan ulaşabilirsiniz.
 https://www.allianz.com.tr/tr_TR/faydali-bilgiler-ve-linkler/is-basvurulari-kapsaminda-iletilen-kisisel-verilerin-islenmesi-hakkinda-aydinlatma.html

P&C Retail Insurance Member - Non Motor Portfolio

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds. In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavored deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance).
 
 
 
 
 
 Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 75 deals): write up of annual reviews, credit papers in relation to
 
 
 waivers and amendments, quarterly write ups for distressed loans. In close coordination with
 
 
 respective deal/client teams.
 
 <ul>
 <li>
 Proactively flag to client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
 </li>
 <li>
 Ensure timely propagation of internal risk rating decisions within the internal IT systems.
 </li>
 <li>
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or loans under watchlist &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </li>
 <li>
 Coordinate with CLF Loan Operations team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Loan Operations and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG client team.
 </li>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team.
 </li>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
 </li>
 </ul>
 
 
 
 
 2) Contribute to Internal and Regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our
 </li>
 </ul>
 
 internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 
 
 LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 
 <ul>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly Compliance Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 years experience in either a leveraged finance environment (portfolio management, credit analyst or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 Strong quantitative and qualitative analytical skills
 </li>
 <li>
 Prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 Reliability, attention to detail and quality outputs,
 </li>
 <li>
 Good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 Good communication and interpersonal skills (ability to communicate seamlessly with various front office deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with risk &amp; senior representatives from business line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a plus.
 </li>
 </ul>
 
 
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Creatio

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. We help organizations automate customer and operational workflows, achieving the fastest time-to-value and the highest ROI on the market. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries. Genuine care for our clients and partners is at the heart of our DNA.We’re proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports.In 2025, Creatio was named to Inc.’s Best Workplaces list, recognizing our commitment to employee well-being and a strong workplace culture.Who We're Looking For: The Portfolio Project Manager ensures the successful execution of client engagements and internal implementation projects under Delivery Assurance contracts, with a focus on MEA markets. This role combines portfolio management and delivery governance with deep product expertise, ensuring that all projects are executed with consistency, transparency, and maximum business value.As trusted advisors, Portfolio Project Managers leverage their expert-level knowledge of the Creatio platform to validate approaches, guide best practices, and ensure every delivered solution is both technically sound and aligned with client needs.Key ResponsibilitiesProduct Expertise• Serve as a product knowledge carrier within the Delivery Assurance portfolio, demonstrating expert-level understanding of the Creatio platform and its ecosystem.• Proactively advise clients and partners on optimal solution approaches, configurations, and platform capabilities.• Ensure delivery consistency by promoting Creatio best practices across all projects.Project Portfolio Management• Oversee multiple client engagements and internal implementation projects within the Delivery Assurance portfolio, with a focus on MEA markets.• Monitor progress, risks, and dependencies across projects to ensure alignment with agreed standards and commitments.Delivery Governance & Assurance• Enforce delivery standards, methodologies, and reporting frameworks across the portfolio.• Conduct portfolio-level reviews to validate outcomes, quality, and readiness for go-live.Client & Partner Engagement• Act as the key contact for client executives under Delivery Assurance contracts.• Provide portfolio-level visibility and transparency to stakeholders through governance meetings and reporting.Risk & Solution Oversight• Work in close collaboration with Delivery Assurance Architects to validate both technical and functional aspects of solutions.• Identify risks across the portfolio and drive mitigation strategies.Knowledge & Best Practices• Capture lessons learned, ensure their integration into the Center of Delivery Excellence framework, and mentor team members and partners.Required Skills & Competencies• Proven experience in program/portfolio management across multiple projects.• Prior experience delivering projects in MEA markets is required.• Ability to conduct high-level solution estimations and guide teams in applying best practices.• Strong client-facing and stakeholder management skills, including communication at CxO level.• Structured thinking, flexibility, and strong result orientation.• Fluent English is required; Arabic at C1+ level is also required.What to expect from us: Growth & Development: Clear career paths, mentorship opportunities, and access to continuous learning to help you reach your full potential.Flexibility & Well-Being: We provide flexible work arrangements and initiatives that empower you to manage your schedule effectively, stay productive, and thrive both personally and professionally.Recognition & Impact: A culture that celebrates achievements, values your ideas, and empowers you to make real contributions from day one.Innovative Culture: Be part of a company that embraces new ideas, modern technologies, and bold thinking to stay ahead of the curve.Benefits & Rewards Package: We provide competitive compensation and benefits designed to support you and your family. Our rewards approach goes beyond salary, recognizing your contributions and commitment. The exact package may vary depending on your country of residence and employment type.
 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Portfolio Project Manager (MEA Region)

Accounts Automated (BPO/Outsourcing)

About UsWe are a growing Australian-centric accounting firm providing specialized bookkeeping, taxation, payroll, and advisory services to a diverse portfolio of SMEs across Australia. We pride ourselves on using a modern, cloud-based tech stack to deliver high-quality compliance and advisory support. We are seeking a detail-oriented Accounts Associate to join our team and act as a bridge between our trainees and senior management.About the RoleAs an Accounts Associate, you will take ownership of a dedicated client portfolio. You will move beyond basic data entry to handle complex reconciliations, BAS/IAS preparation, and end-to-end payroll. You will also play a pivotal role in mentoring our Accounts Trainees, ensuring that the foundational work meets the high standards required for Australian statutory reporting.Key Responsibilities<ul><li>Portfolio Management: Manage day-to-day bookkeeping for a suite of Australian clients, ensuring &quot;real-time&quot; data accuracy.</li><li>BAS &amp; Compliance: Prepare Business Activity Statements (BAS) and Installment Activity Statements (IAS), ensuring correct GST, WET, or Luxury Car Tax treatment where applicable.</li><li>Mentorship: Supervise and review the work of Accounts Trainees, providing technical guidance on Australian coding and compliance.</li><li>Advanced Reconciliations: Perform complex balance sheet reconciliations, including inter-company accounts and loan accounts.</li><li>AU Payroll &amp; STP: Manage end-to-end payroll, ensuring compliance with Single Touch Payroll (STP) Phase 2, Superannuation Guarantee, and WorkCover requirements.</li><li>Year-End Prep: Assist in preparing year-end workpapers and draft financial statements to a &quot;Partner-ready&quot; standard.</li><li>Process Optimization: Identify and implement Xero apps or workflow automations (e.g., Dext, Hubdoc, or Ignition) to improve efficiency.</li><li>Client Communication: Act as a primary point of contact for routine client queries regarding their accounts and ATO lodgment deadlines.</li></ul>About You<ul><li>Education: Bachelor&rsquo;s degree in Accounting/Finance; ACCA/CA/CPA (Qualified or Finalist).</li><li>Experience: 1&ndash;2 years of experience in an accounting firm, specifically working on Australian client files.</li><li>Technical Mastery: Advanced proficiency in Xero (Xero Advisor Certification is a major plus) and MS Excel.</li><li>AU Knowledge: Solid understanding of the Australian Tax Office (ATO) compliance calendar, GST legislation, and the AU Financial Year (July&ndash;June).</li><li>Leadership: Natural ability to mentor juniors and catch errors before they reach the manager level.</li><li>Communication: High-level professional English, with the ability to explain financial concepts clearly to Australian business owners.</li></ul>What We Offer<ul><li>Technical Growth: Direct exposure to complex Australian tax structures and advisory work.</li><li>Leadership Path: A clear trajectory toward a Senior Associate or Assistant Manager role.</li><li>Modern Environment: A firm that values automation and cloud-based efficiency over manual entry (Xero, Hubdoc, SuiteFiles).</li><li>Work-Life Balance: Early shift (7:00 AM &ndash; 4:00 PM) aligning with Australian business hours, leaving your afternoons free.</li></ul>Location: Fairways Commercial, Defence Raya, DHA Phase 6, Lahore Job Type: Full-time Work Location: In personWork Location: In person

Accounts Associate

Oman Arab Bank

<div>
 
 
 
 Purpose and Summary
 
 :
 
 
 
 To manage a portfolio within the Corporate &amp; Institutional Banking department. The role will focus on maintaining a healthy portfolio and servicing clients&rsquo; requirements as well as developing the Assistant Relationship Manager (ARM).
 
 
 
 
 
 The RM, with the assistance of the ARM, will provide credit analysis, credit proposals, reviewing existing facilities granted, and monitoring relationship-managed customers&rsquo; risk profile.
 
 
 
 
 
 The RM will be responsible of submitting credit proposals and other required memos/reports for existing and potential clients in a timely manner, day-to-day operations such as client requests and queries, general house-keeping to ensure there are no irregularities in accounts, monitoring and following up with clients on required documentation and data as well as keeping client files in an organized manner.
 
 
 
 
 
 
 
 Key Deliverables:
 
 
 
 <ul>
 <li>
 Provide superior customer service exceeding customer expectations.
 </li>
 <li>
 Develop and convert new customer prospects.
 </li>
 <li>
 Submit credit proposals and internal memos in a timely manner.
 </li>
 <li>
 Assess the credit risk as appropriate with respect to the portfolio.
 </li>
 <li>
 Develop and implement agreed actions under customer strategies.
 </li>
 <li>
 Regular follow-ups with client to obtain necessary information and documents.
 </li>
 <li>
 Monitoring of accounts to ensure deadlines are met.
 </li>
 <li>
 Ensure all files are complete with relevant documents.
 </li>
 <li>
 Contribute to Banks target for profit growth and customer experience.
 </li>
 <li>
 Engage and maintain relationships with other departments within the bank.
 </li>
 <li>
 Maintain a high level of teamwork.
 </li>
 <li>
 Cross-sell bank products of other departments within the bank to increase income generated from portfolio.
 </li>
 <li>
 Adhere to structure and processes in place pertaining to the bank&rsquo;s credit, operational, reputation and regulatory risk.
 </li>
 <li>
 Escalate any cases which may lead to potential operational losses or fraud cases to the Unit Head as appropriate
 </li>
 <li>
 Respond within agreed timelines to issues raised by Audit/compliance/regulators
 </li>
 <li>
 Maintain awareness of operational risks within portfolios and minimize likelihood of occurrence
 </li>
 <li>
 Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
 </li>
 <li>
 Ensure declaration of gift items and maintain highest integrity standard levels
 </li>
 <li>
 Ensure deadlines are achieved within bank timelines as per internal policies/regulations.
 </li>
 <li>
 Produce proposals of high quality.
 </li>
 <li>
 Ensure all activities carried out, is as per standard bank&rsquo;s protocol, policies, processes &amp; procedures (including AML / CFT related policies &amp; procedures).
 </li>
 <li>
 Participate in other related initiatives and projects as assigned or other duties as assigned by management.
 </li>
 <li>
 Complete all related tasks as delegated by management or reporting Manager.
 </li>
 <li>
 Report any suspicious or irregular activities or transactions (if identified) to Compliance division.
 </li>
 <li>
 Reporting misconduct behavior as per the whistle blowing policy.
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications
 
 :
 
 
 
 A Minimum of Bachelor&rsquo;s degree, preferably in finance, business management, accounting or related fields
 
 
 
 
 
 
 
 Skills/Knowledge
 
 :
 
 
 
 - Strong communication and written skills in English and Arabic.
 
 
 - Analytical, financial and risk analysis skills.
 
 
 - Planning, problem solving and organization skills.
 
 
 - Negotiation skills.
 
 
 Ability to demonstrate being a team player
 
 
 - Ability to grasp new tasks and demonstrate self-development
 
 
 - Ability to interact with business customers
 
 
 - Must have good interpersonal skills and ability to build relations with other departments
 
 
 - Strong time management, planning and organization skills
 
 
 - Strong communications, written, analytical and verbal skills
 
 
 
 
 
 
 
 Experience
 
 :
 
 
 
 A Minimum of 5 years work experience, preferably in the fields of marketing and accounting with a minimum of 3 years of general Banking experience with a preference related directly to Commercial Banking
 
 
 
 
 
 
 
 Business Understanding
 
 :
 
 
 <ul>
 <li>
 Good understanding of bank&rsquo;s policies, procedures, and standards.
 </li>
 <li>
 Good Understanding of Large Corporate banking products and services.
 </li>
 </ul>
</div>

Relationship Manager - Large Corporate

Search 8570+ Client portfolio manager jobs near you this June. New roles added regularly across leading industries. Apply today.