Client Relationship Manager 1 (Colombia)

Client Relationship Manager 1 (Colombia)

29 ago
|
Aztec Group
|
Colombia

29 ago

Aztec Group

Colombia

At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.
About the role
Reports to Senior Manager / Associate Director
The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.
Key responsibilities
- Act as first point of contact for a limited number of fund structures within a team
- Co-ordinate legal, tax and other professional advice
- Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships




- Attend and minute client board meetings and shareholders meetings
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
- Act as “B” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
- Assist with billing information for clients including analysis of time spent, including the management of aged debtors
- Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff

Skills, knowledge, expertise
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- The candidate is required to have proven relevant experience
- Strong technical financial services knowledge (to

📌 Client Relationship Manager 1 (Colombia)
🏢 Aztec Group
📍 Colombia

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