Senior Client Relationship Manager at Aztec Financial Services (Jersey) Ltd

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