Monday 08 August 2022
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Client Relationship Manager, Guernsey

Funds Enquire


Hours:Full Time

Full Description

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 includeAct as first point of contact for a limited number of fund structures within a teamCo-ordinate legal, tax and other professional adviceDevelop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships.Attend and minute client board meetings and shareholders meetingsEnsure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelinesAct 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 contactsAssist with billing information for clients including analysis of time spent, including the management of aged debtorsSupervise and assist in the training and development of staffParticipate in the appraisal process for members of staffThe 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: or call: +44 1481 723221. Please visit our website for our latest vacancies.

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