Client Relationship Manager - Real Assets

at  Aztec Group

REPORTS TO THE SENIOR CLIENT RELATIONSHIP MANAGER

We are looking to recruit a Client Relationship Manager to administer a number of corporate services structures whilst effectively managing client relationships. You will be managing a team of corporate administrators and trainee corporate administrators and working 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 Group provides to our clients.

SKILLS, KNOWLEDGE, EXPERTISE:

• Proven legal and administration experience supported by a relevant professional qualification (Chartered ICSA level or equivalent)
• Experience in the administration of Companies, Limited Partnerships and Trusts
• Sound technical financial services knowledge (to be supported through the Aztec Academy)
• Computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts
• Ideally some people management experience
• Evidence of managing a small client relationship or part of a major client relationship.

• Act as first point of contact for a number of 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 calls and distributions, cash flow monitoring, payments, 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
• Participate in the appraisal process for members of staff
• Contribute to team and Group-wide projects as required