Our Client is looking to appoint a Client Relationship Manager to their Corporate Services Team.

In this role, you will administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.

Responsibilities will include:

• Acting as the first point of contact for a limited number of fund structures within a team.
• Co-ordinating legal, tax, and other professional advice.
• Developing and maintaining the Operational Procedures Manuals and checklist templates for client relationships.
• Attending and minuting client board meetings and shareholders meetings.
• Ensuring the preparation, review, distribution, and filing of periodic financial statements on a timely basis.
• Acting 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.
• Supervising and assisting in the training and development of staff.

Requirements:

• Proven financial services experience.
• Hold a relevant professional qualification (ICSA Diploma level or equivalent).
• Strong technical financial services knowledge.
• Some people management experience.
• Evidence of managing a small client relationship or part of a major client relationship.

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