Our client is seeking a Client Relationship Manager to join their Corporate team. 

You will be responsible for all aspects of administration and company secretarial matters for a group of corporate structures. Reporting to the Client Director and Senior Relationship Manager.

Summary of responsibilities: 

• Being the principal contact with the Client and the Directors for administrative and company secretarial matters for a group of corporate structures
• Liaison with legal and other professional advisers, and ultimately responsible for the timely completion of client-driven transactions  
• Review and production of client deliverables and reports
• Dealing with a varied range of client queries, including taking on new business
• Act as a signatory on administration matters, including payments, ensuring that company policies and procedures are adhered to
• Co-ordinating the various Directors’ diaries to confirm dates for board/client meetings and setting up rooms/arranging facilities etc
• Supervision of the collation of board papers from different sources and creating agendas and board packs for the Directors
• Attend and present at board and committee meetings
• Review and/or produce formal minutes of board and committee meetings

Skills, knowledge & attributes:

• To be professionally qualified, or part qualified, in ICSA/ACCA/ICAEW or equivalent
• To have 5 years+ of experience working in a financial services environment
• To have advanced accounting and/or administration skills
• To have some Legal knowledge
• To have some corporate tax/tax knowledge

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com