Our client is seeking a Client Relationship Manager within their Corporate Services team to manage all aspects of administration and company secretarial matters for a group of corporate structures. This role involves reporting to the Client Director and Senior Relationship Manager, ensuring a seamless operation in handling client needs and compliance. Click here to read more.
Job Duties:
- Act as the principal contact for clients and directors regarding administrative and company secretarial matters.
- Liaise with legal and professional advisers to ensure timely completion of client-driven transactions.
- Review and produce client deliverables and reports, addressing a varied range of client queries and onboarding new business.
- Act as a signatory on administrative matters, including payments, ensuring adherence to company policies and procedures.
- Coordinate directors' diaries to confirm dates for board/client meetings and arrange necessary facilities.
- Supervise the collation of board papers and create agendas and board packs for directors.
- Attend and present at board and committee meetings, reviewing and/or producing formal minutes.
- Oversee submissions through myRegistry, including beneficial ownership and control, company incorporations, and annual confirmation statements.
- Maintain various registers, including directors, shareholders, partnership interests, and conflicts of interest.
- Conduct AML reviews and investor KYC procedures.
- Participate in and lead periodic staff appraisals, fostering a culture of excellence.
- Delegate tasks thoughtfully while assisting in the training and development of junior staff.
- Apply internal risk management procedures and ensure team compliance.
- Uphold and convey company values and ethos.
- Perform any other reasonable duties as assigned.
Job Requirements:
- Professionally qualified or part qualified in ICSA/ACCA/ICAEW or equivalent.
- A minimum of 5 years of experience in a financial services environment.
- Advanced accounting and/or administration skills, alongside some legal knowledge.
- Understanding of corporate tax and tax-related matters.
- A respectful and inspiring attitude, capable of taking the lead.
- High levels of tact, diplomacy, and confidentiality due to the nature of the work.
- Strong analytical skills with a focus on timely and accurate work completion.
- Proactive approach with exceptional attention to detail.
- Excellent administrative, analytical, and organisational skills.
- Strong interpersonal, written, and verbal communication skills, with the ability to engage at all levels.
- Proficient in Microsoft Office packages, particularly Word, Excel, and Access, as well as standard business software.
- Familiarity with specific accounting software is essential.
- Flexible and able to work under time pressures.
- Ability to manage one’s workload and prioritise tasks effectively.
- Awareness of decision-making limits and risk management.
- Understanding of confidentiality requirements versus information sharing.
- A team player with a collaborative mindset.
What You’ll Love:
You will thrive in an environment that values respect, leadership, and teamwork. Our client promotes a culture of excellence in client service and professional development, ensuring that you can grow and contribute meaningfully within the team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
