Client Relationship Manager, Funds - Jersey

  • Job Reference: 41531
  • Date Posted: 26 May 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Bonus/Benefits: Negotiable
  • Sector: Administration, Banking & Financial Services, Call Centre / Customer Service, Sales & Marketing
  • Job Type: Permanent

Job Description

A growing funds administration business is looking for a Client Relationship Manager to work on their Private Equity team based in Jersey.

Reporting to the Senior CRM and Associate Director, the successful applicant will administer a limited portfolio of fund structures.

Key responsibilities:
To act as the first point of contact for a limited number of fund structures within the team
To develop and maintain the operational procedures manuals and ISAE checklist templates for client relationships
To attend and minute both board and shareholder meetings
Co-ordinating legal, tax and other professional advice
Preparing, reviewing and distributing financial statements
Act as a 'B' level four-eyes signatory on administration matters
Assist with billing matters including review of time spent and monitoring the debtors
Supervise and help in the training of staff
Participate in the appraisal process for members of staff

A relevant professional qualification (such as ICSA Diploma level or similar) is essential along with proven experience. Strong technical financial services knowledge. Candidates with strong computer proficiency as well as effective communication and interpersonal skills will be looked upon favourably. You will also have people management experience. Evidence of managing a small client relationship or part of a major client relationship.

Only candidates who have been resident in Jersey for five years are more can apply at this time.

For more information or to register your interest, please send your current CV through to or call 01534 753014 to arrange an appointment in confidence.

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