Senior Client Relationship Manager - Private Equity
Aztec Group
- St Helier, Jersey
- Permanent
- Full-time
- Manage the administration of clients' affairs within a team, incorporating the compliance requirements of the team (internal CMP reports, Compliance reports to boards, periodic client reviews) and regulatory requirements
- Co-ordinate legal, tax and other professional advice
- Act as a higher authority on day-to-day queries and as “A” 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
- Ensure that the Operational Procedures Manuals and ISAE checklist templates are reviewed and developed on a timely basis and are fully complied with
- Attend client board meetings and ensure they are minutes and distributed in a timely manner
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
- Co-ordinate billing of team's clients, including analysis of time spent and monitoring of debtors
- Ensure the administration requirements for a whole team are met, overseeing planning, scheduling, and monitoring of workloads
- Act as mentor to managers and supervise and assist in the training and development of all direct reports
- Arrange and manage the appraisal process for reporting lines
- Act as an “A” level Authorised Signatory
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- The candidate is required to have extensive experience within fund administration
- Strong technical financial services knowledge (to be supported through the Aztec Academy)
- Strong people management experience
- Evidence of managing a major client relationship