Client Relationship Manager 1
il y a 1 jour
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 our journey and discover what makes us the bright alternative.
About the role:
Key Role Responsibilities:
• Act as first point of contact for a number of clients
• May act as 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts
• Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint)
• Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting and hoc client queries
• Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts
• Set up and maintain all client data on internal systems
• Perform client reviews
Aztec 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.
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