At a Glance
- Tasks: Manage client relationships and oversee fund structures with a focus on compliance and service excellence.
- Company: Join Aztec, a diverse and inclusive company committed to your growth.
- Benefits: Enjoy flexible working, generous holidays, and health benefits.
- Other info: Dynamic environment with opportunities for career progression and personal development.
- Why this job: Be part of an ambitious team making a real impact in financial services.
- Qualifications: Relevant professional qualification and proven financial services experience required.
The predicted salary is between 33075 - 40425 £ per year.
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 the Senior Financial Reporting Manager The purpose of this position is to administer a portfolio of Fund structures in conjunction with the Senior Financial Reporting Manger and Financial Reporting Managers.
Key responsibilities
- Act as first point of contact for administrative matters for number of fund structures within a team
- Manage the onboarding and subscription process for investments into underlying private equity and alternative investment funds, including AML/KYC compliance, legal documentation review, and stakeholder coordination through to execution.
- Lead and oversee all Luxembourg transfer agency operations, ensuring the accurate processing of investor transactions, maintenance of shareholder registers, completion of AML/KYC requirements, and delivery of high-quality investor services whilst maintaining compliance with applicable regulatory standards.
- Co-ordinate legal, tax and other professional advice
- Attend and minute client board meetings and shareholders meetings
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
- Act as “B” 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
- Assist with billing information for clients including analysis of time spent, including 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
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- The candidate is required to have proven financial services experience
- Strong technical financial services knowledge (to be supported through the Aztec Academy)
- Some people management experience
- Evidence of managing a small client relationship or part of a major client relationship
- Act as a “B” level Authorised Signatory
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
With an ambitious vision for further growth, we’re always on the lookout for bright individuals to join our journey.
Progress your career with a company that will support you every step of the way.
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.
We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle.
Our culture is what makes us a standout place to work.
Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose.
Join us and discover what makes us the bright alternative.
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Client Relationship Manager I in Southampton employer: Aztec Financial Services (UK) Limited
Aztec Financial Services (UK) Limited is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in a vibrant area, employees benefit from a supportive environment that encourages mentorship and skill development, ensuring that team members are well-equipped to drive client success and contribute to the company's ambitious goals.
Contact Details:
Aztec Financial Services (UK) Limited Recruitment Team
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