[KR 11086] - Client Relationship Manager - Kendrick Rose

Our client is a successful fund and corporate services business with dedicated client teams, leading-edge technology and a focus on alternative strategy asset classes. They are looking to recruit an experienced Client Relationship Manager to administer a number of corporate services structures whilst effectively managing client relationships. You will be managing and working alongside a team of Corporate Administrators and Accountants, whilst reporting to a Senior Client Relationship Manager and the Director of Corporate Services. Your expertise will be key to the award-winning outsourced solutions that the Group provide to our clients.

Key responsibilities:
+ Act as first point of contact for company secretarial and administration matters for a number of corporate entities including Trusts, Companies and Limited Partnerships
+ Co-ordinate legal, tax and other professional advice where appropriate
+ Attend and minute client board meetings and shareholders meetings
+ Ensure that the preparation, review and distribution of all company secretarial documentation and filings are completed in a timely and accurate manner.
+ Ensure all operational procedures and ISAE checklist templates are completed for client relationships
+ 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
+ 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

Skills, knowledge, expertise:
+ 5 years administration experience supported by a relevant professional qualification (ICSA Diploma level or equivalent)
+ Experience in the administration of Employee Benefit Trusts
+ Sound technical financial services knowledge

Features & Requirements

Further Information

Location: Jersey

Profession: Funds

Salary: £49000.00 - £62000.00

Contact Details

Phone: 01534715150

Email: info@kendrickrose.com

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