CRM/ Senior CRM – Corporate

Ref: 42954_1669996344
Permanent, Full-time
Trust & Corporate

We are working with a well-established and dynamic financial services firm to onboard a CRM/ Senior Client Relationship Manager to their Guernsey office. 

You will be responsible for managing and providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures.

Responsibilities include:

  • Preparing for and attending board meetings & drafting board meeting agenda, minutes and written resolutions
  • Assisting the company boards in ensuring good governance and adhering to operating procedures and internal policies 
  • Liaison with professional firms and dealing with Capital Calls and Distributions
  • Processing of documentation relating to investment transaction

The ideal candidate will have relevant experience in a Company Admin/Fund Admin or Company Secretarial role and be willing to study/be studying for an ICSA or equivalent.

You will have a good working knowledge of Word, Excel and Outlook, a good grasp of oral and written English and the ability to manage priorities and multiple deadlines in a dynamic and proactive way.

If you possess great communication, Interpersonal, organisational and customer service skills then apply today with your latest CV or call Tonya on 714 634 for more details.

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