Thursday 21 September 2023
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Client Relationship Manager | Funds

Accounting,Administration,Company Secretarial,Compliance,Funds Enquire


Hours:Full Time

Full Description

A great career opportunity for an ambitious funds professional who is looking to be part of and support an established firm, with a consistent reputation grounded in exceptional service.

Within this client-facing role you will be responsible for all aspects of administration for a group of real estate and private equity funds, including the establishment of new fund structures, due diligence on new and existing investors and preparation and review of board materials. You will need to work closely with individual team members in order to ensure timely production of high-quality materials and responses to client queries.

No two days will be the same with this company which is proud of its supportive work environment and promotes a positive work life balance, whilstproviding a wide range of benefits

Responsibilities will include:

  • Acting as primary contact for the client and directors of relevant boards

  • Support the training and development of a team of fund administrators

  • Liaising with lawyers, other administrators and regulatory authorities in relation to ad hoc transactions

  • Assisting with queries

  • Carrying out due diligence on new and existing clients

Experience and skills required:

  • Minimum 7 years experience working in a funds environment

  • Hold a relevant professional qualification such as ICSA/ACCA/ICAEW

  • An awareness of general UK tax principles

  • Ability to communicate with colleagues at all levels

  • Strong organisational and time management skills

If youd like to find out more information about this opportunity, please call us on01534 626777or

Weare an equal opportunity employer and value diversity at all times.

For more information please visit

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