18 Aug 2021

Client Relationship Manager

Ref 16465

A highly successful independent fund administration specialist is seeking a Client Relationship Manager to administer a portfolio of fund structures, acting as first point of contact for a limited number of fund structures within a team.

Key duties:

  • 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

Applicants should have proven financial services experience, supported by a relevant professional qualification such as ICSA, have sound technical financial services knowledge and previous people management experience. 


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