24 Apr 2019

Client Relationship Manager, Guernsey | Guernsey,United Kingdom

Personnel AppointmentsAnywhere

Job Description

Client Relationship Manager, Guernsey

Our client is a funds administration services company seeking to recruit a Client Relationship Manager.

Overall 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 will include

• 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

The successful candidate will have:

• 4+ years’ financial services experience
• The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
• Sound technical financial services knowledge
• Computer literacy skills are essential
• Ideally some people management experience
• Evidence of managing a small client relationship or part of a major client relationship

For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

Apply for this job by clicking the link below:

Job expires in Endless.

184 total views, 1 today

Apply for this Job