Purpose of the role:
Our client is looking to recruit an experienced Senior Client Relationship Manager to administer a limited portfolio of fund structures whilst effectively managing client relationships.
Responsibilities:
- Manage the administration of clients’ affairs within a team, incorporating the compliance requirements of the team (internal CMP reports, Compliance reports to boards, periodic client reviews) and regulatory requirements
- Co-ordinate legal, tax and other professional advice
- Act as a higher authority on day-to-day queries and as “A” 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
- Ensure that the Operational Procedures Manuals and ISAE checklist templates are reviewed and developed on a timely basis and are fully complied with
- Attend client Board meetings and ensure they are minutes and distributed in a timely manner
Skills required:
- You should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- You will be required to have extensive experience within fund administration
- Strong technical financial services knowledge
- Strong people management experience
- Evidence of managing a major client relationship