Customer Portfolio Manager

7 days ago


Markham, Ontario, Canada AppleOne Full time

We are seeking a highly skilled Customer Portfolio Manager to join our team at AppleOne. The ideal candidate will have a strong accounting background and experience working with clients in the construction industry. Key Responsibilities:
Manage a portfolio of 40-100 clients, working closely with portfolio managers to ensure successful client relationships. Utilize a ticketing system to respond to client inquiries and resolve issues. Collaborate with the team to prepare presentations and articles for releases and conferences. Top Requirements:
Must have a deep understanding of accounting principles and software, with a focus on debits and credits. Excellent communication and problem-solving skills, with the ability to work independently and as part of a team. A strong construction background is required. Perks:
3 weeks of vacation, a 4-day workweek, and a comprehensive benefits package, including medical and dental coverage. Opportunities for professional growth and development, including education reimbursement and stock purchase matching. Work-life balance and a remote work option within the GTA, with in-office training and collaboration requirements.



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