Key Client Service Manager
2 days ago
Job Summary
We are seeking a highly skilled Key Client Service Manager to join our team at Aztec Group. This role offers an exciting opportunity to work with a limited portfolio of fund structures, providing exceptional service to clients and supporting the growth of our business.
About the Role
In this position, you will act as the first point of contact for a select group of fund structures, coordinating legal, tax, and other professional advice to ensure seamless client relationships. Your key responsibilities will include developing and maintaining operational procedures manuals and ISAE checklist templates, attending and minute client board meetings and shareholders meetings, and ensuring timely preparation, review, distribution, and filing of periodic financial statements.
Skills and Qualifications
To succeed in this role, you will need to possess a relevant professional qualification (ICSA Diploma level or equivalent) and proven relevant experience in a similar field. Strong technical financial services knowledge is essential, along with some people management experience and evidence of managing a small client relationship or part of a major client relationship. As a B-level Authorized Signatory, you will also be required to act with integrity and adhere to regulatory guidelines.
What We Offer
Aztec Group provides a dynamic and supportive work environment, offering training opportunities to enhance your professional development. You will have the chance to work closely with colleagues and clients, developing strong relationships and contributing to the success of our business. Our competitive salary range is between £50,000-£70,000 per annum, depending on experience.
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