Our client is seeking a Senior Relationship Manager to oversee the administration and company secretarial matters for a portfolio of corporate structures. Reporting to the Client Director, this full-time role requires strong leadership, technical expertise, and a commitment to delivering exceptional client service. The contractual hours for this position are 36.25 per week. Click here to read more
Job Duties:
- Act as the principal contact with clients and directors for administration and company secretarial matters.
- Liaise with legal and professional advisers, ensuring timely completion of client-driven transactions.
- Oversee and produce client deliverables, reports, and responses to queries, including onboarding new business.
- Act as the primary escalation point for clients, reporting to the Client Director/Director and relevant client boards.
- Maintain expertise in technical areas of client service delivery across the portfolio.
- Serve as a signatory for administration matters, ensuring adherence to company policies and procedures.
- Supervise the collation of board papers, creating and reviewing agendas and board packs.
- Lead client board and committee meetings and review/produce formal minutes.
- Manage submissions via myRegistry, including beneficial ownership, company incorporations, and confirmation statements.
- Oversee maintenance of registers, such as directors, shareholders, partnership interests, and conflicts of interest.
- Conduct AML reviews and investor KYC procedures.
- Oversee team operations, including conducting periodic staff appraisals.
- Deliver excellent client service and instill the ethos of excellence in junior team members.
- Delegate tasks effectively while supervising and training junior staff.
- Ensure compliance with internal risk management procedures.
- Uphold and convey company values.
- Perform other reasonable duties as assigned.
Job Requirements:
- Professionally qualified, or part-qualified, in ICSA/ACCA/ICAEW or equivalent.
- 10+ years of experience in financial services.
- Advanced skills in accounting and administration.
- Basic knowledge of legal and corporate tax/tax matters.
- Strong analytical, organisational, and problem-solving skills with attention to detail.
- Excellent interpersonal, written, and verbal communication skills.
- Proficiency in Microsoft Office applications, particularly Word, Excel, and Access.
- Familiarity with accounting software and standard business software.
- Ability to manage workloads and prioritise tasks effectively.
- High levels of tact, diplomacy, and confidentiality.
- Proactive approach with the ability to identify and propose solutions to issues.
- Leadership skills with an attitude that inspires respect.
- Team-oriented, with a flexible approach to time pressures and changing demands.
What You'll Love:
This role provides the opportunity to work in a dynamic and supportive environment, contributing to the growth of a thriving corporate services department. You will play a pivotal role in shaping the team, building client relationships, and developing innovative solutions. We look forward to receiving your application and welcoming you to the team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here