Client Relationship Manager - 12 Month FTC at Aztec Financial Services (Jersey) Ltd
- Job Reference: 00048211-1
- Date Posted: 27 March 2025
- Recruiter: Government Of Jersey
- Location: Jersey
- Salary: On Application
Job Description
Act as first point of contact for the Client
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
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 the Client and outside contacts
Assist with billing information for the Client including analysis of time spent, including the management of aged debtors
Supervise and assist in the training and development of staff