Client Relationship Manager

7 months ago

St Peter, United Kingdom Aztec Group Full time

Reports to Senior Manager / Associate 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 team  Co-ordinate legal, tax and other professional advice  Develop and maintain the 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 “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 

Skills, knowledge, expertise:

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 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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