Suntera Careers: Client Relationship Manager Corporate and Fund Services (GSY)

Client Relationship
Manager

Corporate and Fund Services | Guernsey, Channel Islands | 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 individual will take pride in managing client expectations and providing efficient, timely and high-quality administration services. The role holder will be part of a team responsible for servicing a portfolio of fund and corporate structures. They will be acting as a key contact for these entities and ensure that our clients are serviced at the highest level in an efficient, effective and pro-active manner. In addition to liaising directly and independently with the clients, they would be expected to liaise directly with any third parties and board members. The individual will, upon passing the probationary period, be a signatory and take ownership at this appropriate level.

Your duties will include:

Working with colleagues to manage day to day relationships and activities of a portfolio of clients
Providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures
Preparation for and attending board meetings
Drafting board meeting agenda, minutes and written resolutions
Assisting the company boards in ensuring good governance
Liaison with professional 3rd party firms as required
Processing of documentation relating to investment transactions
Liaison with various parties through transactions or corporate actions
Assisting in the processing of Capital Calls and Distributions
Adhering to Suntera’s operating procedures and internal policies
Being proactive in supporting company-wide objectives
Be a team player, and work well in an open, transparent team
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:

A minimum of 2 years’ experience in a Company Admin/Fund Admin or Company Secretarial role
No qualification required but would have the opportunity to study for 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

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