17 Jul 2018
Client Relationship Manager, Guernsey | Guernsey,United Kingdom
Job DescriptionOur 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:
• 2 – 3 years’ fund administration experience supported by a relevant professional qualification i.e. 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: firstname.lastname@example.org or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.
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