Aztec Group

Client Relationship Manager

Recruiter
Aztec Group
Location
St Peter Port, Guernsey, Channel Islands
Salary
Negotiable + an attractive benefits package
Posted
07 Nov 2022
Closes
07 Dec 2022
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant, Manager

Reports to Senior Client Relationship Manager

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
  • 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 financial services 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

We will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

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