Client Relationship Manager II
At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.
About the role:
Reports to Senior Manager
We are looking to recruit an experienced Client Relationship Manager (Company Secretary) to administer a number of stock exchange listed funds whilst effectively managing client relationships.
You will be managing and working alongside a team of Company Secretaries, where your expertise will be key to the award-winning outsourced solutions that the Group provide to our clients.
Key responsibilities:
- Act as first point of contact for company secretarial and administration matters for a number of stock exchange listed funds
- Co-ordinate legal, tax and other professional advice where appropriate
- Attend and minute client board meetings and shareholders meetings
- Ensure that the preparation, review and distribution of all company secretarial documentation and filings are completed in a timely and accurate manner
- Ensure all operational procedures and ISAE checklist templates are completed for client relationships
- Act as an “A” 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
- Take responsibility for the billing of clients including analysis of time spent, and the management of aged debtors
- Supervise and assist in the training and development of staff
- Participate in the appraisal process for members of staff
Skills, knowledge, expertise:
- 5+ years co-sec experience supported by a relevant professional qualification (preferably CGI Diploma level or equivalent)
- Experience in the administration of stock exchange listed funds would be preferred but is not essential
- Sound technical financial services knowledge (to be supported through the Aztec Academy)
- Computer literacy skills are essential
- Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
- Strong people management experience
- Evidence of managing client relationships
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
We understand that everyone has different needs, and that’s why our employee package includes a variety of benefits. In addition to a competitive salary, here are some examples of the benefits that we may offer for our permanent roles:
- Discretionary bonus scheme
- Flexible, hybrid working
- Ability to work abroad for up to 3 weeks per annum
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Health and wellbeing programmes
- On-site parking