Assistant Client Relationship Manager
Job Ref: LF
40455
Join a growing corporate and fund services team in a role that supports the effective management of client relationships and ensures the timely delivery of high-quality administration services. This position offers broad exposure to corporate, fund, and investment structures, along with the opportunity to build strong professional skills in governance, transactions, and client servicing.
Location
Duties for this role include, but are not limited to:
- Assisting with the administration of a varied portfolio of client relationships, including fund and corporate structures.
- Processing payments and updating trackers, logs, and checklists.
- Preparing for board meetings, including drafting agendas, reports, minutes, and resolutions.
- Attending client board meetings with senior colleagues.
- Assisting with governance processes and understanding when and how to apply best practice.
- Liaising with professional third parties, directors, and other stakeholders.
- Supporting capital calls, distributions, investment transactions, and corporate actions.
- Ensuring compliance with internal policies, procedures, and regulatory requirements.
Skills / Qualifications
The ideal candidate will have strong organisational, communication, and customer service skills, along with the ability to manage multiple priorities effectively. Previous office or administrative experience in a financial services environment would be beneficial but is not essential. A willingness to work towards a relevant qualification and proficiency in Microsoft Word, Excel, and Outlook are required. A proactive, adaptable approach and strong interpersonal skills will be key to success.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.