We are on the lookout for a Client Relationship Manager for our client who are heavily involved in Financial Services, this role will be in the Corporate Services Governance team and the main purpose of the position is assisting with the company secretarial services in conjunction with the Senior Client Relationship Manager.
This role has been made fully remote within the UK.
Key Responsibilities for a Client Relationship Manager:
- Co-ordinate all aspects of board governance matters, including attendance at and preparation of minutes and resolutions for Board, Committee and ad hoc meetings, including liaison with the client and intermediaries as necessary.
- Co-ordinate and assist in obtaining members availability for the meetings and production of the relevant board packs for the Board, Committee and ad hoc meetings.
- Ensure that the preparation, review and distribution of all company secretarial documentation and filings are completed in a timely and accurate manner.
- Act as first point of contact in relation to requests for information and documentation from the board or committee members, local counsel, auditors and other third parties.
- 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.
- Develop and maintain company secretarial proformas and templates.
- Supervise and assist in the training and development of staff.
- Actively manage more junior members of staff and take charge of the appraisal process for direct reports.
Skills & Knowledge required for a Client Relationship Manager:
- Proven company secretarial experience supported by a relevant professional qualification (ICSA Diploma level or equivalent), with knowledge of administering listed entities.
- Proficient in minute writing.
- Sound technical financial services knowledge.
- Strong knowledge of company and partnership laws.
- Computer literacy, word processing and spread sheet skills are essential.
- People management experience.
- Evidence of full responsibility for a client relationship or a significant part of a major client relationship.
- Act as a “B” level Authorised Signatory.
Company Benefits:
- 25 Days Holiday + Bank Holidays.
- Private Health, Income Protection & Worldwide Travel Insurance.
- Generous Bonus Scheme.
- Company Pension and a lot more!
If you believe you’re the right fit for this role, apply now or email your CV to courtney@futuresrs.co.uk or give us a call on 01243 839286.