Client Relationship Manager

at  Aztec Group

REPORTS TO THE SENIOR CLIENT RELATIONSHIP MANAGER

We are now looking for a Client Relationship Manager to oversee the administration of a number of Corporate Services structures whilst effectively managing Client Relationships. You will be responsible for a team of Administrators at various levels, ranging from Trainee to Senior whilst also working closely alongside a team of Company Secretaries and Accountants, whilst reporting to a Senior Client Relationship Manager. Your expertise will be key to the award-winning outsourced solutions that the Aztec Group provides to our clients.

SKILLS, KNOWLEDGE, EXPERTISE:

• Proven Legal and Administration experience supported by a relevant professional qualification (Chartered ICSA level or equivalent) or industry practice
• Experience in the Administration of Companies, Limited Partnerships and Limited LiabilityPartnerships
• Previous experience in Financial Services is preferred, not essential
• Computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
• People management experience
• Evidence of managing a client relationship or part of a major client relationship
  We will provide the training, both in house for relevant technical knowledge and 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.

• Act as first point of contact for a number of strategic corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities.
• Act as level “B” 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts.
• Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (Viewpoint).
• Manage client work including various fund and corporate administration activities such as;
• Checking of Calls and distributions
• Cash flow monitoring
• B signatory on payments
• Checking Director fees invoices
• Fund recoverables
• Reimbursement of Staff (Clients) Staff expenses
• Debtor and creditor review
• Investor and client reporting and hoc client queries
• Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts.
• Set up and maintain all client data on internal systems.
• Perform client reviews.
• Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters.
• Review and 4-eye check submissions to regulators.
• Liaise with legal, tax and other professional advisors, where appropriate.
• Take responsibility for the billing of clients including analysis of time spent, and the management of aged debtors.
• Supervise and assist in the training and development of staff.
• Conduct regular one to one meetings with each team member.
• Participate in the appraisal process for members of staff.
• Contribute to team and Group-wide projects as required.