Client Relationship Manager - Funds

• Manage the day-to-day relationships and activities of a portfolio of clients alongside colleagues.
• Provide a professional, proactive and high-quality service across a varied portfolio of corporate and fund structures.
• Act as a key point of contact for clients, responding to requests and managing expectations effectively.
• Liaise independently with clients, board members, professional advisers and other third parties.
• Prepare for and attend board meetings.
• Draft board meeting agendas, minutes and written resolutions.
• Assist company boards in maintaining appropriate standards of corporate governance.
• Prepare and process documentation relating to investment transactions.
• Coordinate with relevant parties throughout transactions and corporate actions.
• Assist with processing capital calls and distributions.
• Take appropriate ownership of client matters and become an authorised signatory following successful completion of probation.
• Maintain timely and accurate reporting to the relevant manager.
• Follow internal operating procedures, policies and controls.
• Ensure all work complies with applicable legal and regulatory requirements.
• Contribute ideas to improve processes and support wider company objectives.
• Work collaboratively as part of an open and transparent team.
• Maintain required continuing professional development and training.
• Undertake additional responsibilities as assigned by the manager.

The ideal candidate will have a minimum of two years' experience within fund administration, company administration or a company secretarial role. A professional qualification is not required, although there will be an opportunity to study towards an appropriate qualification. They will possess a good standard of written and spoken English, working knowledge of Microsoft Word, Excel and Outlook, and strong communication, presentation, customer service and interpersonal skills. A proactive and organised approach, together with the ability to manage competing priorities and multiple deadlines, will be essential.