Saturday 14 December 2024
Select a region

Client Relationship Manager - Corporate Services

Fund Services Enquire

 

Type:Permanent
Hours:Full Time
Reference:54708
 

Full Description

Client Relationship Manager - Corporate Services

Department: Fund Services

Employment Type: Permanent

Location: Jersey

Description

To be responsible for all aspects of administration and company secretarial matters for a group of corporate structures. Reporting to the Client Director and working closely with other managers.


Key Responsibilities

  • Being the principal contact with the Client and the Directors for administrative and company secretarial matters for a group of corporate structures
  • Liaison with legal and other professional advisers, and ultimately responsible for the timely completion of client driven transactions
  • Review and production of client deliverables and reports
  • Dealing with a varied range of client queries, including taking on new business
  • Act as a B signatory on administration matters, including payments, ensuring that company policies and procedures are adhered to
  • Co-ordinating the various Directors diaries to confirm dates for board/client meetings and setting up rooms/arranging facilities etc
  • Supervision of the collation of board papers from different sources and creating agendas and board packs for the Directors
  • Attend and present at board and committee meetings
  • Review and/or produce formal minutes of board and committee meetings
  • Oversight and use of myRegistry for relevant submissions, including beneficial ownership and control, company incorporations, annual confirmation statements etc.
  • Oversight of the maintenance of various registers, including directors, shareholders, partnership interests, conflicts of interest
  • Reviewing and undertaking AML reviews and investor KYC procedures
  • Partake and lead periodic staff appraisals
  • Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same
  • To delegate in a considered and controlled way, whilst assisting and supervising the training and development of junior members of staff
  • To apply internal risk management procedures and ensure that the team applies them
  • To apply and convey company values
  • Any other reasonable duties that may be assigned



Skills Knowledge and Expertise

  • To be professionally qualified, or part qualified, in ICSA/ACCA/ICAEW or equivalent
  • To have 5 years+ experience working in a financial services environment
  • To have advanced accounting and/or administration skills
  • To have some Legal knowledge
  • To have some corporate tax/tax knowledge
  • To have an attitude that inspires respect and to be capable of taking the lead
  • A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
  • Strong analytical skills are essential, with accurate and timely completion of work
  • To identify issues, think of solutions identified and propose them to management
  • Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
  • Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work
  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access
  • To be able to use all standard business software
  • To have mastered specific accounting software
  • Flexible, with the ability to work to time pressures
  • Ability to manage own workload and prioritise accordingly
  • To have an attitude that inspires respect and to be capable of taking the lead
  • To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard
  • To be wary of confidentiality requirement versus information sharing (e.g. on personal situations or at company events)
  • Team Player


Benefits

R&H have wide range of benefits and rewards to offer all employees these are as follows;

Contractual benefits and rewards
  • Competitive salary
  • 8% long term savings award (in lieu of pension) paid monthly in cash, calculated on basic salary
Non-Contractual benefits and rewards
  • 4% Discretionary Christmas bonus (basic salary)
  • Senior Manager Bonus (for those SM and above, based on performance)
  • Support for professional qualifications
  • Private Healthcare
  • Dental Cover
  • Group Income Protection
  • Group Life Cover
  • Critical Illness Cover
  • Wellbeing Initiatives
  • Holidays (25 30 dependent on role level)
  • Length of service awards including sabbaticals
  • R&H day (an extra day off during the Christmas/New Year Period)
  • Parking space (Associate Director and above)
  • Active social committee ( Monthly activities)
  • Charity support (money raised on initiatives matched by the Partners)

For more information please visit https://rawlinsonhunter.pinpointhq.com/jobs/54708.


« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?