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Senior Client Relationship Manager

2 months ago

St Peter Port, United Kingdom Aztec Group Full time

About the Role

The Senior Client Relationship Manager will be responsible for administering a limited portfolio of Fund structures in conjunction with the Senior Manager/Associate Director – Administration.

Key Responsibilities:

  • Act as the primary point of contact for a limited number of fund structures within a team
  • Coordinate legal, tax, and other professional advice
  • Develop and maintain Operational Procedures Manuals and ISAE checklist templates for client relationships
  • Attend and minute client board meetings and shareholders meetings
  • Ensure the preparation, review, distribution, and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
  • Act as a 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 contacts
  • Assist with billing information for clients, including analysis of time spent, including the management of aged debtors
  • Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff

Requirements:

  • The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
  • The candidate is required to have proven relevant experience
  • Strong technical financial services knowledge (to be supported through the Aztec Academy)
  • Some people management experience
  • Evidence of managing a small client relationship or part of a major client relationship
  • Act as a B-level Authorized 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.