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Client Services Manager

Location: WHITELEY, HAMPSHIRE, UNITED KINGDOM Salary: 43,000-54,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 8
Posted: about 1 month ago Reference: X3-389071

Client Relationship Manager
Whitely
£43,000 - £54,000

The purpose of role is to administer a portfolio of corporate structures in conjunction with the Senior Client Relationship Manager / 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
 Co-ordinate the timing of meetings and the drafting and publication of circulars, market news announcements
 Manage corporate calendars and corporate actions, including dividend declarations and compliance with the dividend procedure timetable
 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 maintain 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

Skills, knowledge, expertise:
 Aministration experience supported by a relevant professional qualification (ICSA Diploma level or equivalent)
 Sound technical financial services knowledge
 Computer literacy skills are essential
 Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
 Ideally some people management experience
 Evidence of managing a small client relationship or part of a major client relationship

For more information please contact Donna at REED.

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