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Client Relationship Manager - Corporate Services - Fareham, Hampshire, United Kingdom, PO14


Corporate Services Client Relationship Manager, Legal Experience Required, Whiteley, up to £52,000

Your new company
We are recruiting on behalf of a respected financial services company for a client relationship manager to work within the corporate services team within their Whiteley office due to continual portfolio growth and expansion. With a fantastic office culture and opportunity for sustained personal development and growth this client has a fantastic 90%+ staff retention rate that they are really proud of.

Your new role
Within your role as corporate services client relationship manager you will work within a team of 6 to administer a number of corporate services and structures whilst effectively managing client relationships. Reporting in to the senior client relationship manager and director of corporate services you will line manage both the senior corporate administrators.

Day to day you will as act as the first point of contact for company secretarial and administration matters for a number of corporate entities including trusts, companies and limited partnerships. You will ensure that all company and client secretarial documentation and fillings are prepared, reviewed and distributed on time and with complete accuracy. On an operational level you will ensure that all operational procedures and ISAE checklist templates are completed for client relationships.

In addition to this you will minute and attend client board and client shareholder meetings and co-ordinate client legal, tax and professional advice whilst ensuring strong and positive relations with clients. You will take responsibility and oversee the billing of clients by analysing time spent and the management of aged debtors.

Whilst line-managing you will supervise and assist in the continual training and development of your team and participate in the appraisal process for members of staff.

What you'll need to succeed

Due to the nature of the secretarial work carried out on behalf of companies in regards to trusts, companies and limited partnerships a legal background or trained legal professional would be preferable as would an ICSA qualification. There is a legal department in place within the company but having experience in the administration of companies, partnerships and trusts and have sound financial services knowledge (which will be supported through the company training academy) would be ideal.

Strong communication and interpersonal skills are essential and you will be able to build positive and strong working relationships with clients, colleagues and business contacts. You will have experience managing client relationships, attending board and shareholder meetings and be confident with dealing with tight deadlines.

You will have excellent administration, organisation and IT skills and hold a high attention to detail whilst being able to prioritise and work under pressure to meet deadlines. You will take a pro-active approach to your work and be able to work flexibly.

What you'll get in return

A fantastic work culture with continual self-development opportunities for a company that strongly believe in supporting their staff up the career ladder. You will work within a highly engaged and motivated team environment and receive thorough training and support through their company training academy to introduce you to the business, policies and procedures. The company also offer the opportunity where appropriate to study for and gain accredited qualifications. The company also hold end of quarter events and celebration days out.

In addition to this the benefits package includes:

  • Salary of up to £52,000 depending on experience
  • 35 days holiday (inclusive of bank holidays)
  • Annual company bonus scheme
  • Additional management bonus scheme which tracks against the growth of the company
  • Company pension
  • Health Insurance, eye care and additional salary sacrifice schemes.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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