18 Feb 2021

Client Relationship Manager

Ref 33420

A highly successful independent fund administration specialist is seeking a Temporary Client Relationship Manager to join their team for a 9 month period. 

The purpose of this position administers 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
  • 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 4+ years’ financial services 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



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