Assistant Client Relationship Manager GSY

Assistant Client
Relationship Manager

Corporate and Fund Services | Guernsey | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

The Assistant Client Relationship Manager will take pride in helping to manage client expectations and helping to provide efficient, timely and high-quality administration services. The role holder will assist the team in ensuring our clients are serviced in an effective and pro-active manner.

Your duties will include:

Assisting the team in providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures
Processing payments and ensuring that trackers, logs and checklists are updated and maintained throughout the process
Working with other team members in the preparation for board meetings, assisting in drafting reports, collation of papers etc
Attending client board meetings, with a more senior individual
Assisting in the drafting of the board meeting agenda, drafting simpler minutes and written resolutions
Working with the team in assisting that the company boards adhere to good governance, in order to gain a good understanding of what good governance is and when it needs to be applied
Liaising with professional third-party firms and/or Directors as required
Assisting in the processing of Capital Calls and Distributions – monitoring the flow of cash and reconciling bank accounts accordingly
Assisting in the processing of documentation relating to investment transactions
Liaising with various parties through transactions or corporate actions
Adhering to Suntera’s operating procedures and internal policies
Being proactive in supporting company-wide objectives
Ensuring you and your team comply with regulatory and legal requirements
Any other ad-hoc tasks and responsibilities as assigned to you by your Manager

What i love about my job

"I started at Suntera Private Wealth (Guernsey) Limited as a Trust Officer in July 2016, and I was promoted to a Senior Trust Officer within a couple of years. I have also tried my hand at being an Assistant Trust Manager, however, I decided that role was not for me. Suntera were fully supportive of my decision not to continue down the management path. Although I have not taken any exams whilst working at Suntera, Suntera has been fully supportive of my colleagues who have taken professional exams. Should I wish to take any further professional exams, I know that Suntera will fully support me.

Suntera has some fantastic social events, such as summer parties and Christmas parties. In addition to these events, Suntera also puts on quarterly drinks events, which are a great way to meet up and mingle with all the office staff that you don't get to see on a daily basis. Suntera also arranges various staff activities throughout the year, such as pottery painting, candle making, wreath making, a bat talk, stand-up paddle boarding, cinema nights, etc.

Suntera are a fantastic bunch of people to work with, and I wouldn't consider working anywhere else."

Becky Campbell
Senior Trust Officer, Guernsey

About you.

Skills and Requirements:

Prior office or administrative experience, particularly in a financial services environment is desirable but not essential
To be willing to start studying towards an appropriate qualification
Good grasp of oral and written English
Working knowledge of Word, Excel and Outlook
Communication skills
Presentation skills
Customer service skills
Interpersonal skills
Organisational skills
Ability to manage priorities and multiple deadlines in a dynamic and proactive way

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.

Apply now

Be Inspired