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Assistant Client Relationship Manager, Fund Services

Our client is seeking an enthusiastic Assistant Client Relationship Manager to join their dynamic team in Guernsey. This full-time position offers a unique opportunity to play a pivotal role in managing client expectations and delivering high-quality administration services. The successful candidate will contribute to ensuring clients receive timely and efficient service, supporting a diverse portfolio of fund and corporate structures.

Job Duties:

  • Assist the team in delivering a high level of professional service to a varied portfolio of client relationships.
  • Process payments and ensure that trackers, logs, and checklists are meticulously updated and maintained throughout each process.
  • Collaborate with team members to prepare for board meetings, aiding in drafting reports and organising meeting papers.
  • Attend client board meetings alongside a more senior team member.
  • Draft board meeting agendas, simpler minutes, and written resolutions under guidance.
  • Support adherence to good governance within company boards, gaining an understanding of when it needs to be applied.
  • Liaise with professional third-party firms and/or Directors as required.
  • Assist in the processing of Capital Calls and Distributions, monitoring cash flow and reconciling bank accounts accordingly.
  • Process documentation related to investment transactions and liaise with various parties throughout corporate actions.
  • Ensure compliance with company operating procedures, regulatory and legal requirements, and contribute to company-wide objectives.
  • Undertake any other ad-hoc tasks and responsibilities assigned by your Manager.

Job Requirements:

  • While previous experience is advantageous, our client welcomes applications from candidates with limited experience, including school, college, or university leavers.
  • A willingness to work towards a relevant professional qualification, for example, CGI, is beneficial.
  • Proactive and forward-thinking with the ability to work independently and use initiative effectively.
  • Excellent oral and written communication skills in English.
  • Strong organisational skills with the ability to work to deadlines and actively define KPIs.
  • A commitment to embodying the brand values of empowering responsible ambition.

What You’ll Love:

This is an exciting opportunity to join a professional team that encourages innovation and values your input in evolving business processes. Alongside a competitive salary, our client offers a performance-driven bonus, a comprehensive benefits package, and ample training and career development opportunities within a dynamic and rapidly growing organisation.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here