Wednesday 13 November 2019
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Client Relationship Manager

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Type:Permanent
Hours:Full Time
Reference:2258
 

Full Description

Purpose of the role:

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, Expertise and Knowledge:
  • 2 to 3 years fund administration experience supported by a relevant professional qualification (ICSA Diploma level or equivalent)
  • Sound technical financial services knowledge to be supported through the business's training programmes
  • Computer literacy skills are essential
  • Ideally some people management experience
  • Evidence of managing a small client relationship or part of a major client relationship

Read More

For more information please visit http://www.glsrecruitment.com/jobs/client-relationship-manager-2258.


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