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Client Relationship Manager - Corporate Services

Job Description

This role involves managing administration and company secretarial matters for a group of corporate structures, reporting to the Client Director and Senior Relationship Manager.

Responsibilities include being the principal contact with clients and directors, liaising with legal advisers, reviewing client deliverables and reports, handling various client queries, acting as a signatory on administration matters, coordinating director diaries, supervising board papers, attending board and committee meetings, reviewing myRegistry, maintaining registers, reviewing AML reviews, and conducting investor KYC procedures.

The role also involves periodic staff appraisals, ensuring excellent client service, delegating tasks, applying internal risk management procedures, and conveying company values.

Skills and attributes required include professional qualifications in ICSA/ACCA/ICAEW, 5 years of experience in a financial services environment, advanced accounting and administration skills, legal knowledge, corporate tax knowledge, and strong analytical skills. The individual should be able to take the lead, maintain a high level of tact, diplomacy, and confidentiality, and be a team player.

For more information about this role, get in touch with us today. 

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Job Type

Permanent

Employment type

Full Time

Industry

Funds

Published

24th September 2024

Job ID

36267

Stacey Vicary

+441534500019

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