17 Nov 2020

Client Relationship Manager

Ref 33275

A financial services company is seeking a Client Relationship Manager, to join their specialist Corporate and Fund Services team, who provide an advisory approach to each new challenge and willingly share their governance, administration and financial reporting expertise. 

The client relationship manager will take pride in managing client expectations and providing efficient, timely and high-quality administration services. The role holder will assist the team in ensuring our clients are serviced in an effective and pro-active manner.  

Duties include, but are not limited to:

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

The desirable candidate will have a minimum of 2-4 years’ experience in Company Secretarial or Closed Ended fund administration role, hold a ICSA qualified or part-qualified and have strong organisational and communications skills


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