Client Relationship Manager, Guernsey
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|Area||Guernsey, United Kingdom|
- 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 include
•Act as first point of contact for a limited number of fund structures within a team
•Co-ordinate legal, tax and other professional advice
•Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships.
•Attend and minute client board meetings and shareholders meetings
•Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
•Act 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 contacts
•Assist with billing information for clients including analysis of time spent, including the management of aged debtors
•Supervise and assist in the training and development of staff
•Participate in the appraisal process for members of staff
The 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: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.