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Senior Client Relationship Manager
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St Peter Port, United Kingdom Aztec Group Full timeJob Title: Senior Client Relationship ManagerAbout 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...
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St Peter Port, United Kingdom Aztec Group Full timeJob Summary:The Senior Client Relationship Manager will be responsible for administering 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 teamCoordinate legal, tax and other...
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St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
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St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
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St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
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St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
1 month ago
St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship 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,...
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Senior Client Relationship Manager
1 week ago
St Peter Port, United Kingdom Aztec Group Full timeReports to Senior Manager / Associate DirectorThe 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 teamCoordinate legal, tax and...
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Senior Client Relationship Manager
2 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeReports to Senior Manager / Associate DirectorThe 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 teamCoordinate legal, tax and...
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Senior Client Relationship Manager
2 months ago
St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
2 months ago
St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob Title: Senior Client Relationship ManagerWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our team, you will be responsible for managing a portfolio of fund structures and providing exceptional client service.Key Responsibilities:Manage the administration of clients' affairs within a...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob Title: Senior Client Relationship ManagerWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our team, you will be responsible for managing a portfolio of fund structures and providing exceptional client service.Key Responsibilities:Manage the administration of clients' affairs within a...
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Senior Client Relationship Manager
4 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
4 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeAbout the RoleThe 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 teamCoordinate legal, tax, and other...
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Senior Client Relationship Manager
3 weeks ago
St Peter Port, United Kingdom Aztec Group Full timeJob Title: Senior Client Relationship ManagerWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit team, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.Key Responsibilities:Manage the service delivery for the...
Senior Client Relationship Manager
2 months ago
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 team, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.
Key Responsibilities:
- Manage the service delivery for our private equity business, working closely with the Private Credit Jersey leadership team.
- Maintain and build strong relationships with clients, ensuring that our service delivery meets agreed service levels.
- Develop and enhance relationships with client advisors, intermediaries, and other introducers of work.
- Work collaboratively with other team members across the group 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 and provide guidance on day-to-day queries.
- Act as a higher authority on administration matters, ensuring compliance with company policy and professional and regulatory guidelines.
- Assist with the establishment and maintenance of fund and corporate structures in accordance with our procedures.
- Act as a director or alternate director of client companies and funds as required.
- Manage client payments and attend quarterly jurisdictional, management, and product meetings.
- Contribute to the business-as-a-whole by identifying improvements in policies and procedures that apply across the business.
- Coordinate billing of clients, including analysis of time spent and monitoring of debtors.
- Review WIP incurred and utilize across teams to ensure extra billing opportunities are identified.
- 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 that Operational Procedures Manuals and checklist templates are reviewed and completed on a timely basis.
- Participate in new client proposals and pitches as necessary, and manage the integration of new clients into our 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 our Aztec Academy).
- Experience in a similar role either in-house or at an outsourced service provider.
- Excellent interpersonal skills 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.
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.
