Client Relationship Manager – Level 2 - Aztec Jersey
Reports to Senior Client Relationship Manager
The purpose of this position is to administer a varied portfolio of Private Equity Fund structures in conjunction with the Senior Client Relationship Manager and Associate Director.
+ Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, Compliance reports to Boards, periodic client reviews) and regulatory requirements
+ Co-ordinate legal, tax and other professional advice
+ Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a varied portfolio of Private Equity clients
+ Act as a higher authority on day-to-day queries and 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 and the management of aged debtors
Skills, knowledge, expertise:
+ The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
+ The candidate is required to have 4 – 6 years’ financial services experience
+ Sound technical financial services knowledge (to be supported through the Aztec Academy)
+ Computer literacy, word processing and spreadsheet skills are essential
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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