Client Relationship Manager - Real Assets
Job ID: 4995564003
Location: Southampton
Reports to Associate Director
The successful candidate will join the Southampton management team to deliver and develop our real estate administration services, in a manner that is aligned to the Aztec Group brand values and strategic business goals.
The opportunity is a new role, within an existing client team, providing a full suite of administration, accounting and governance services to one of Europe’s leading real estate managers. The individual will play a pivotal role in the management of the team, client relationship, and delivery of the services.
Key responsibilities:
1. Be actively involved in the relationship management and service delivery for a portfolio of institutional real estate and infrastructure asset managers.
2. Work closely with the Investment Advisor, legal counsel, and other advisors on substantial European real estate transactions.
3. Co-ordinate, attend, and lead committee and board meetings as required.
4. Liaise with the financial reporting team to ensure the timely and efficient production of the clients’ ad hoc, periodic, and statutory financial statements.
5. Co-ordinate legal, tax, and other professional advice.
6. Participate in the establishment and integration of new client structures.
7. Manage compliance with internal and external legal and regulatory requirements.
8. Act as authority on day-to-day queries and as “B” level signatory on administration matters, ensuring adherence to company policy and professional and regulatory guidelines.
9. Build, mentor, and lead a team of dedicated administrators who will report directly to you.
10. Manage the ongoing training, development, and appraisal requirements of team members.
11. Develop a strong working relationship with the other Aztec team members.
12. Active involvement in the WIP, billing, and cash collection.
13. Participate in client fee negotiations.
14. Attend and participate in wider team management meetings within the office.
15. Contribute towards the wider Aztec business and culture.
Skills, knowledge, expertise:
1. Considerable practical fund administration, company secretarial, or similar experience.
2. Relevant professional qualification (ICSA, ACCA legal qualification, or equivalent) would be expected but is not mandatory if the candidate can demonstrate sufficient relevant practical experience.
3. Sound technical financial services knowledge (to be supported through the Aztec Academy).
4. Computer literacy, word processing, and spreadsheet skills are essential.
5. Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts.
6. Experience and track record of day-to-day client management and supervision and/or mentoring staff.
7. Previous experience of working with real estate structures would be beneficial but is not a prerequisite.
We will provide the training, both in-house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
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