Client Relationship Manager

Reports to the Senior Client Relationship Manager / Associate Director

We are looking for a Client Relationship Manager to oversee the administration of a number of Corporate Services structures whilst effectively managing Client Relationships, in conjunction with an Associate Director.

Key Responsibilities:

• Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a portfolio of London Stock Exchange (“LSE”) Premium Listed and The International Stock Exchange (“TISE”) investment companies
• Co-ordinate the timing of meetings and the drafting and publication of circulars, market news announcements, FCA and LSE forms and applicable submissions
• Manage corporate calendars and corporate actions, including dividend declarations and compliance with the dividend procedure timetable of the London Stock Exchange, issues of equity, and director/PDMR shareholder transactions
• Assist in the development of the corporate services function including new business opportunities and ongoing review of processes
• Maintain registers for corporate services entities and all records detailing all contractual relationships
• Work closely with the compliance function to ensure the compliance monitoring is adhered to and all statutory, regulatory and stock exchange filings are made in a timely manner
• Work closely with the investment company boards and service providers to ensure compliance with the listing rules and governance codes are adhered to
• Assist with staff queries on general company secretarial matters
• Act as a super user for company secretarial systems (Virtual Boardroom and Blueprint) including new user set up and dealing with staff queries
• Develop and maintaining company secretarial proformas and templates
• Business development for the listed fund business including forging relationships with local and UK intermediaries
• Provide assistance in ad-hoc projects as required
• Act as a “B” level Authorised Signatory

Skills, Knowledge, Expertise:

• Previous administration experience supported by a relevant professional qualification (preferably CGI Diploma level or equivalent)
• 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
• Some people management experience
• Evidence of managing a small client relationship or part of a major client relationship

Who Are We?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do. 

We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people: 

• Competitive salary 
• Discretionary bonus scheme plus management incentive scheme
• Flexible, hybrid working
• Generous holiday allowance
• Pension scheme 
• Private medical insurance, including eye care
• Permanent health insurance
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Ability to work abroad for up to 3 weeks per annum
• Regular social events
• Health and wellbeing programmes
• On-site parking
• Significant investment into your personal and professional development

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.