16 Aug 2021

Client Relationship Manager

Ref 33754

Our client is looking to recruit a Client Relationship Manager to administer a varied portfolio of Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director – Administration.

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
  • 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

The desirable candidate for this role will ideally have 4+ years financial services experience supported by a relevant professional qualification (ICSA Diploma level or equivalent), have sound technical financial services knowledge and have previous people management experience.


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