Client Relationship Manager 1 - Private Equity

The purpose of this position is to administer a limited portfolio of Fund structures and act as first point of contact.  Postholder will co-ordinate legal, tax and other professional advice; develop and maintain Operational Procedures Manuals and ISAE checklist templates for client relationships; attend and minute client board meetings and shareholders meetings; ensure preparation, review, distribution and filing of periodic financial statements in accordance with regulatory guidelines; act as “B” level 4-eyes signatory on administration matters, ensuring company policy and professional and regulatory guidelines adhered to and professional quality service 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 appraisals, training and development of staff.
The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent); proven financial services experience; strong technical financial services knowledge; 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; quick to learn new systems; great with people; training provided.