Client Relationship Manager - Corporate Services
Fund Services
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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.
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