Client Relationship Manager, Funds

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.

• 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

Responsibilities

Suntera Global is a leading international provider of corporate, trust, tax, accounting, and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.
We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication.

Requirements

Skills and Requirements:

• A minimum of 2 years’ experience in a Fund Admin, Company 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
  
  

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 and with opportunities available to study for a professional qualification, will allow you to develop both professionally and personally.

Benefits

Guernsey Our Guernsey office is located on the outskirts of our main town, St Peter Port. The capital of St Peter Port is known colloquially by Islanders as ‘town’ and home to around 18,000, St Peter Port is a colourful display of flowers and bunting. There’s a distinct Mediterranean feel and an abundance of charm, with steep cobbled streets snaking their way up the hillside, all set against the spectacular backdrop of the 800 year-old Castle Cornet.