Client Relationship Manager – Funds

Step into a role of Client Relationship Manager – Funds where you can own key client relationships, work closely with boards and play a central part in the delivery of high-quality corporate and fund services.

If you already have experience in fund, company or company secretarial administration and are ready for more responsibility, visibility and progression, this could be an excellent next move.

Responsibilities will include:

• Manage day-to-day relationships across a portfolio of fund and corporate structures.

• Prepare for and attend board meetings, drafting agendas, minutes and written resolutions.

• Coordinate transactions, corporate actions, capital calls and distributions with clients and third parties.

• Maintain high standards of governance, administration and regulatory compliance.

You’ll need at least a couple years of relevant experience, strong organisation and confident client communication skills. Professional study support is available, giving you a clear platform to develop your expertise and career.

Get in touch today with a copy of your latest CV or give Marcel a call on 01481 714 634.