Corporate Officer - Private Equity Firm | CRM - Trust | Senior Client Relationship Manager – CoSec | Senior Client Relationship Manager - Legal | Senior Trust Officer
Funds Partnership
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Description :

CoSec Client Relationship Officer AIF Firm

Our Client, a specialist in the alternative space are now expanding looking to take on additional Client Relationship Officer within their corporate secretarial

Your Job :

You will manage anything from a team of 10, all corporate officers, but as the office is open you could integrate and manage others from the accounting and compliance side of the business as well.

You’ll be getting a great insight into the working life and the culture present in the company.

You will assist in the delivery and development of the private equity fund services, in a manner that is aligned to the company’s values and strategic business goals.

You will be required to manage client relationships through effectively leading dedicated client teams to deliver a superior standard of service in the market place.

Responsibilities :

  • Responsible for relationship and service delivery for 5 to 7 large clients
  • Leading a large team of administrators and accountants
  • Co-ordinate legal, tax and other professional advice
  • Attend and lead committee, board and shareholder meetings as required
  • Liaise with the financial reporting teams
  • Attend and participate at quarterly jurisdictional, management and product meetings
  • Participate in new client proposals / pitches and on-boarding processes
  • Participate in client fee negotiations, direct reports, and continuous team training
  • Skills :

  • 7 years+ experience in fund administration (ICSA Diploma is a bonus)
  • Sound technical financial services knowledge
  • Computer literacy
  • Excellent interpersonal skills
  • Experience of day to day supervision and management of a team members
  • Client Management
  • Benefits :

  • Work in a great work culture, and like-minded environment
  • Never have the same two days in a row
  • Manage and develop junior members of the team
  • Competitive pay and great package
  • Exposure to all side of the fund cycle, manging all specialism and levels
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