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Client Relationship Manager

Residency
5 years residency required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
29 August 2019
Reference
18022
Contract
Permanent
Hours
Full Time
Salary
Negotiable
The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.

Key responsibilities:
- Act as first point of contact for a number of fund structures
- Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
- Attend and minute client and shareholders meetings
- Ensure the preparation, review, distribution and filing of periodic financial statements
- Act as "B" level 4-eyes signatory on administration matters
- Assist with billing information for clients including analysis of time spent
- Supervise and assist in the training and development of staff

Skills, knowledge, expertise:
- Hold a relevant professional qualification (ICSA)
- 4+ years' financial services experience
- Strong technical financial services knowledge
Core skills required
  • Ability to speak and understand English
  • CV Required
  • Keyboard Skills
  • References
How to apply
  • Online
  • Email


Contact name
Rosie Tonner
Email
Address
Aztec Group House
P O Box 730
11-15 Seaton Place
St Helier
Jersey
JE4 0QH
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