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Senior Client Relationship Manager

2 months ago

St Peter Port, United Kingdom Aztec Group Full time

About the Role

We are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit business, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.

Key Responsibilities

  • Manage the service delivery for the private equity business, working closely with the Private Credit Jersey leadership team
  • Maintain and build client relationships, ensuring that service delivery meets agreed service levels
  • Develop and enhance relationships with client advisors, intermediaries, and other introducers of work
  • Work closely with other team members to strengthen cross-jurisdictional relationships with colleagues and mutual clients
  • Act as a mentor to client relationship managers, supervising and assisting in the training and development of staff
  • Manage the appraisal process for direct reports
  • Act as a higher authority on day-to-day queries and as an 'A' level 4-eyes signatory on administration matters
  • Assist with the establishment and maintenance of fund and corporate structures in accordance with group procedures
  • Act as a director or alternate director of client companies and funds if required
  • Manage client payments and attend quarterly jurisdictional, management, and product meetings
  • Contribute to business-wide improvements in policies and procedures
  • Coordinate billing of team clients, analyzing time spent and monitoring debtors
  • Review WIP incurred and utilize across teams to identify extra billing opportunities
  • Liaise with the financial reporting team to ensure timely and efficient administration of clients' periodic and statutory financial statements
  • Attend and lead committee, board, and shareholder meetings
  • Ensure Operational Procedures Manuals and checklist templates are reviewed and completed on a timely basis
  • Participate in new client proposals/pitches and manage the integration of new clients into group procedures
  • Participate in client fee negotiations

Requirements

  • Considerable practical fund administration experience, supported by a relevant professional qualification (ICSA Diploma level, ACA, ACCA, or equivalent)
  • Sound technical financial services knowledge, to be supported through the Aztec Academy
  • Experience in a similar role, either in-house or at an outsourced service provider
  • Excellent interpersonal skills, with the ability to develop close working relationships with colleagues, clients, and business contacts
  • Strong people management experience and experience in leading teams
  • Team leadership skills, with the ability to inspire and develop others
  • Solution-orientated and high level of integrity and dependability
  • Effective communicator in both written and oral communication formats
  • Experience and track record of day-to-day management and supervision of a team
  • Evidence of full responsibility for a major client relationship(s)
  • An understanding of private equity asset class would be an advantage but not essential

About Us

Aztec Group is a leading provider of fund and corporate services, with a strong reputation for delivering exceptional client service. We offer a range of services, including fund administration, corporate services, and financial reporting. Our team is dedicated to providing a high level of service to our clients, and we are committed to ongoing training and development to ensure that our staff have the skills and knowledge they need to succeed.