Schedule a call →

<p>Interview fractional leaders this week for <strong>free</strong>!</p>

Aztec

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join us and discover what makes us the bright alternative.

## Client Relationship Manager - 12 month FTC

**Work Arrangement:** Hybrid (St Helier)  
**Employment Type:** Full time  
**Reports to:** Senior Manager / Associate Director

### About the role:

12 Month Contract to provide Maternity Cover

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
- Supervise and assist in the training and development of staff and 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 proven relevant 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

### Benefits:

- Discretionary bonus scheme
- Flexible, hybrid working
- Ability to work abroad for up to 3 weeks per annum
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Health and wellbeing programmes
- On-site parking (location dependent)

Global Accounts Operations Manager | Ex-Management & Strategy Consultant

Joel Mann

Aztec Group

Operations Manager 2 - Global Accounts

Operations Manager - Client Onboarding at Aztec Group

Rebecca Hodgson

Operations Manager

Client Experience and Operations Manager

Annie Fontaine

Chief People Officer

People Operations Manager

Group Head of People Services

Senior People Operations Manager

HR Manager

People Operational Excellence Manager

Senior Human Resources Officer

Director - HR & Recruitment

Associate Director HR

Senior HR Officer

Senior Recruiter

HR Payroll and Benefits Manager

Senior HR Operations Officer

Senior Manager, Human Resources (US Lead)

Senior Recruitment Officer

Operations Manager - Client Onboarding

Client Relationship Manager - 12 month FTC

Enterprise Account Manager

12-month interim role managing a limited portfolio of fund structures, providing maternity cover.

Interim Client Relationship Manager

Operations

Aztec

Jobs

Interim Client Relationship Manager

About this page