Client Relationship Manager

As a Client Relationship Manager at Aztec Group, your key responsibilities include acting as the first point of contact for selected fund structures, coordinating legal and tax advice, developing operational manuals, leading client board meetings, ensuring timely financial statement preparation, supervising staff, and managing client billing information. You'll be central to maintaining strong client relationships and ensuring compliance with regulatory guidelines.

To qualify for the Client Relationship Manager role at Aztec Group, you'll need post-qualification experience in a financial services environment, with a relevant professional qualification such as a CGI Diploma level or equivalent. A strong understanding of the local regulatory framework in Guernsey is essential, and exposure to the Guernsey Funds industry is preferred. However, transferable financial services skills will also be considered.

At Aztec Group, we are committed to your professional development. As a Client Relationship Manager, you can expect comprehensive training both in-house for relevant technical knowledge and opportunities to pursue professional qualifications. Our focus is on enhancing your skills to ensure you thrive in your role while fully utilizing the resources available to you.

Aztec Group offers a range of attractive benefits for the Client Relationship Manager position, including a competitive salary, a discretionary bonus scheme, flexible hybrid working options, a generous holiday allowance, private medical insurance, life assurance, and a pension scheme. Additionally, there are opportunities for global work and a commitment to your health and wellbeing.

As a Client Relationship Manager at Aztec Group, you will maintain strong client relationships through direct communication, understanding client needs, providing timely responses, and ensuring compliance with regulatory obligations. The emphasis on personal relationships and a customer-centric approach allows you to foster long-lasting client partnerships.

When prioritizing tasks as a Client Relationship Manager, it’s important to assess urgency and impact. Start by identifying critical client deadlines or meetings and ensure that essential compliance tasks are completed first. Use a task management tool to organize and track your responsibilities, and communicate clearly with your team.

In managing a challenging client situation, I focused on active listening to fully understand their concerns. I maintained open communication to provide updates and ensured that I involved the relevant departments to address their needs. This collaborative approach helped to rebuild trust and strengthened our client relationship.

Building strong client relationships involves regular check-ins, understanding client needs, and delivering consistent, high-quality service. I also prioritize transparency and proactive communication, which fosters trust and helps clients feel valued and understood.

Handling regulatory compliance issues requires a proactive approach. I always stay updated with the latest regulations and ensure that all processes are in line with both internal and external standards. Regular training and audits help in identifying potential compliance risks before they escalate.

If a client is dissatisfied, I believe in addressing the issue promptly and empathetically. I would arrange a discussion to hear their concerns and take immediate steps to resolve any issues. Taking ownership of the situation and providing a resolution ensures that the client feels heard and valued.

To manage time efficiently as a Client Relationship Manager, I prioritize tasks based on deadlines and importance. I utilize a calendar to schedule meetings and set reminders for follow-ups. Regularly reviewing my to-do list and adjusting priorities as needed helps ensure that I stay organized.

I am experienced with several CRM software and project management tools that help in tracking client interactions, managing schedules, and ensuring timely service delivery. Familiarity with these tools enables me to keep organized records and efficient communication channels.

I approach team collaboration by encouraging open communication and valuing input from all team members. Regular check-ins and collaborative meetings enable us to align on goals and deliverables, ensuring everyone is informed and contributing effectively to client needs.

As a Client Relationship Manager, my long-term career goal is to deepen my expertise in client management and develop into a strategic leadership role. I am eager to gain more experience with complex client portfolios and enhance my skills in team management and client strategy.

To ensure the accuracy of financial reports, I double-check all data inputs and involve cross-departmental reviews to catch any discrepancies. Furthermore, implementing a checklist during report generation can serve as an additional layer of accuracy, ensuring that all regulatory compliance standards are met.