Client Relationship Manager (Corporate Services)

  • Full Time
  • Permanent
  • Guernsey

Ad-GSY-8480

Live

This is a great opportunity for a Client Relationship Manager (Corporate Services) to join  a fund and corporate services company.

 

The purpose of this position is to administer a varied portfolio of Private Equity Fund structures in conjunction with the Senior Client Relationship Manager and Associate Director.

Key responsibilities:

  • Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, Compliance reports to Boards, periodic client reviews) and regulatory requirements
  • Co-ordinate legal, tax and other professional advice
  • Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a varied portfolio of Private Equity clients
  • Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
  • Act as a higher authority on day-to-day queries and act as “B” 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.

 

More information about this role is available upon request – contact the team today for further details.

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