Our Client, a leading financial services business, is seeking a Client Relationship Manager to join their Private Equity team.

This role is ideal for candidates with experience in administration and a passion for client management.

Responsibilities:

• Act as the first point of contact for a limited number of fund structures.
• Coordinate legal, tax, and professional advice.
• Develop and maintain Operational Procedures Manuals and ISAE checklist templates.
• Ensure the preparation, review, distribution, and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
• Attend and minute client board and shareholders meetings.
• Supervise and assist in staff training and participate in the appraisal process.

Requirements:

• Relevant professional qualification (ICSA Diploma or equivalent).
• Proven relevant experience in financial services.
• Some previous people management experience.

For more information on this role please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com