Client Relationship Manager
Aztec Group
il y a 7j
source : Moovijob

Following strong organic growth we are on the lookout for bright individuals to join our team; individuals who are motivated and want to deliver excellence in fund and corporate services.

Since our inception in 2001 we have placed a strong emphasis on the personal and professional development of our employees, providing an opportunity for individuals to truly progress and shine.

This investment on the people behind our services has paid off and we are proud to have maintained over a 90% employee retention rate for over ten years.

Client Relationship Manager (W / M) Reports to Senior Manager / Associate Director / Director The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director Administration.

Key responsibilities : Act as first point of contact for a limited number of fund structures within a teamCo-ordinate legal, tax and other professional adviceDevelop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationshipsAttend and minute client board meetings and shareholders meetingsEnsure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelinesAct as B level 4-

eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contactsAssist with billing information for clients including analysis of time spent, including the management of aged debtorsSupervise and assist in the training and development of staffParticipate in the appraisal process for members of staff Skills, knowledge, expertise : 2 3 years fund administration experience supported by a relevant professional qualification (ICSA Diploma level or equivalent)Sound technical financial services knowledge (to be supported through the Aztec Academy)Computer literacy skills are essentialIdeally some people management experienceEvidence of managing a small client relationship or part of a major client relationshipAct as a B level Authorised Signatory We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development.

You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do. >

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