Client Relationship Manager 2 - Private Equity

Our client is seeking a Client Relationship Manager 2, Private Equity to join their growing team. 

The purpose of this position is to administer 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 

Skills, knowledge, expertise:

  • The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent) 
  • The candidate is required to have proven relevant experience  
  • Strong technical financial services knowledge
  • 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

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Tue, 02 Jan 2024
Closing Date: 
Mon, 01 Apr 2024
Reference: 
11717

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.