Interim Client Relationship Manager

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)