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Client Relationship Manager, Guernsey

2022-06-21 18:23:062022-08-26 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Funds
Start Date ASAP
Job Ref XS210524
Job Views 20
Description
Our client is a funds administration services company seeking to recruit a Client Relationship Manager. This role has a fairly flexible level for the right candidate depending upon their level and experience.

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

The successful candidate will have:

•4+ years’ financial services experience.
•Relevant professional qualification (ICSA Diploma level or equivalent).
•Some people management experience.
•Evidence of managing a small client relationship or part of a major client relationship.
•Act as a “B” level Authorised Signatory.

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

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