06 Jul 2021

Client Relationship Manager/Senior Client Relationship Manager

Ref 33230

An international financial services company is looking to recruit a Client Relationship Manager to join their Corporate and Fund Services team.

Key duties:

  • Providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures
  • Attend board meetings
  • Draft board meeting agenda, minutes and written resolutions
  • Assisting the company boards in ensuring good governance
  • Dealing with Capital Calls and Distributions
  • Processing of documentation relating to investment transaction

The successful role holder will have excellent client service and administration skills, have a minimum of 2-4 years’ Trust experience and be ICSA or ACCA qualified or part-qualified.


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