Our client is seeking an experienced Client Relationship Manager to join their growing funds team. This is an excellent opportunity for a motivated professional to manage a portfolio of fund structures, build strong client relationships, and play a key role in delivering high-quality administration services within a collaborative environment.
What You’ll Do
- Act as the primary day-to-day contact for a portfolio of fund structures.
- Coordinate with legal, tax and other professional advisers to support client requirements.
- Oversee administration activities including investment transactions, distributions, investor reporting and corporate governance matters.
- Attend and lead board and shareholder meetings, preparing and reviewing associated documentation.
- Build and maintain strong relationships with clients, intermediaries and key stakeholders.
- Review periodic financial reporting and ensure compliance with regulatory and internal requirements.
- Support team development through mentoring, training and performance management activities.
What You’ll Need
- Experience within financial services, ideally in fund administration, corporate services or fiduciary services.
- Relevant professional qualification (or working towards one) such as CGI, STEP, ACCA, ACA or equivalent.
- Strong understanding of fund structures and client administration principles.
- Experience managing client relationships and delivering a high standard of service.
- Previous supervisory or leadership experience would be advantageous.
- Strong communication, organisational and stakeholder management skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Why Join?
- Opportunity to work with a diverse portfolio of fund clients.
- Supportive and collaborative team environment.
- Ongoing professional development and career progression opportunities.
- Exposure to complex and evolving investment structures.
- Competitive salary and benefits package.
More information about this role is available upon request – contact the team today for further details.
