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Client Relationship Manager - Corporate Services

Fund Services Enquire

Type:	Permanent
Hours:	Full Time
Reference:	54708

Full Description

Client Relationship Manager - Corporate Services

Department: Fund Services

Employment Type: Permanent

Location: Jersey

Description

To be responsible for all aspects of administration and company secretarial matters for a group of corporate structures. Reporting to the Client Director and working closely with other managers.

Key Responsibilities

Being the principal contact with the Client and the Directors for administrative and company secretarial matters for a group of corporate structures
Liaison with legal and other professional advisers, and ultimately responsible for the timely completion of client driven transactions
Review and production of client deliverables and reports
Dealing with a varied range of client queries, including taking on new business
Act as a B signatory on administration matters, including payments, ensuring that company policies and procedures are adhered to
Co-ordinating the various Directors diaries to confirm dates for board/client meetings and setting up rooms/arranging facilities etc
Supervision of the collation of board papers from different sources and creating agendas and board packs for the Directors
Attend and present at board and committee meetings
Review and/or produce formal minutes of board and committee meetings
Oversight and use of myRegistry for relevant submissions, including beneficial ownership and control, company incorporations, annual confirmation statements etc.
Oversight of the maintenance of various registers, including directors, shareholders, partnership interests, conflicts of interest
Reviewing and undertaking AML reviews and investor KYC procedures
Partake and lead periodic staff appraisals
Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same
To delegate in a considered and controlled way, whilst assisting and supervising the training and development of junior members of staff
To apply internal risk management procedures and ensure that the team applies them
To apply and convey company values
Any other reasonable duties that may be assigned

Skills Knowledge and Expertise

To be professionally qualified, or part qualified, in ICSA/ACCA/ICAEW or equivalent
To have 5 years+ experience working in a financial services environment
To have advanced accounting and/or administration skills
To have some Legal knowledge
To have some corporate tax/tax knowledge
To have an attitude that inspires respect and to be capable of taking the lead
A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
Strong analytical skills are essential, with accurate and timely completion of work
To identify issues, think of solutions identified and propose them to management
Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work
Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access
To be able to use all standard business software
To have mastered specific accounting software
Flexible, with the ability to work to time pressures
Ability to manage own workload and prioritise accordingly
To have an attitude that inspires respect and to be capable of taking the lead
To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard
To be wary of confidentiality requirement versus information sharing (e.g. on personal situations or at company events)
Team Player