Client Relationship Manager 2 - Corporate Services at Aztec Group

, , Jersey -

Full Time

Start Date

Immediate

Expiry Date

16 Feb, 26

Salary

0.0

Posted On

18 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Team Management, Customer Service, Legal Coordination, Tax Coordination, Professional Advice Coordination, Profit and Loss Management, Training and Development, Appraisal Process Participation, Alternative Investment Fund Administration, Company Secretarial, Transfer Agency, Cash Management, Coaching, Microsoft Packages, eFront, Viewpoint, Yardi

Industry

Financial Services

Description

Reports to Senior Manager / Associate Director As Client Relationship Manager you will be responsible for managing a dedicated and hard-working team. As the leader of that team, you will display excellent client service skills, as well as managing the welfare and well being of your team. You will also be seen as a brand ambassador for the department, who displays the core Aztec values. The purpose of this position is to administer a limited but diverse portfolio of Real Assets Alternative Investment Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director. The ideal candidate will have had a variety of administrative experience, including company secretarial, transfer agency, cash management and client relationship management They will also either have some experience in the role of managing people or be passionate to progress their career into this area of the Fund Administration business. Knowledge sharing and communication are key elements for you to build and keep high level of expertise within your team. In return you will receive regular training from our in-house training academy, support from your Senior Manager / Associate Director and the opportunity to fast track your career in a growing, dynamic company. Key responsibilities: + Act as first point of contact for a limited number of alternative investment fund and corporate structures within a team + Co-ordinate legal, tax and other professional advice + You will build strong customer relationships with existing and new clients and other external parties, gaining insight into their needs and delivering customer-centric solutions also ensuring we meet our requirements + Oversee client board meetings and shareholders meetings + Act as a “B” level authorised signatory on the client bank accounts, 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 + Be in charge of your team’s profit and loss account, including responsibility for the working capital of your clients + Supervise and assist in the training and development of staff + Participate in the appraisal process for members of staff Skills and experience + 4 – 5 years alternative investment fund administration experience or similar, supported by a relevant professional qualification (ICSA Diploma level or equivalent would be a plus) + Ideally experience in coaching, supervising and supporting more junior team members + Previous use of eFront, Viewpoint and Yardi would be advantageous + Microsoft packages 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.

Responsibilities

The Client Relationship Manager will manage a dedicated team and oversee a portfolio of Real Assets Alternative Investment Fund structures. Responsibilities include acting as the first point of contact for clients, coordinating professional advice, and ensuring adherence to company policies.