Client Relationship Manager

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

A corporate services provider in Scotland is looking for an experienced administrator to manage client relations and deliver high-quality administration services. You will coordinate with clients, prepare board meeting documents, and ensure compliance with regulations. Ideal candidates have a minimum of 2 years in a similar role and proficiency in Microsoft Office. This position is suited for those who excel in a collaborative, fast-paced environment.

Qualifications

• Minimum of 2 years' experience in a relevant role.
• High level of professionalism expected.
• Eagerness to develop internal processes.

Responsibilities

• Manage the day-to-day administration of corporate clients.
• Act as main point of contact for clients and board members.
• Attend and prepare for board meetings.
• Liaise with third parties on investment transactions.
• Ensure adherence to compliance and internal policies.

Skills

Company administration experience

Strong communication skills

Attention to detail

Microsoft Office proficiency

Education

CGI or equivalent professional qualifications

Job description

This is a valuable opportunity to join our client- a thriving corporate services provider. Working within the Green Pod team, you will play a key role in maintaining and developing client relationships while delivering high-quality administration services to a portfolio of corporate entities. Our client is also open to candidates at a Senior level.

Duties for this role include, but are not limited to:

• Managing the day-to-day administration and relationship management of a varied portfolio of corporate clients.
• Acting as the main point of contact for clients, intermediaries and board members, ensuring efficient and proactive service delivery.
• Attending and preparing for board meetings, including drafting agendas, minutes, and written resolutions.
• Supporting the boards in ensuring good governance and corporate compliance.
• Liaising with third parties and processing documentation relating to investment transactions and corporate actions.
• Ensuring adherence to internal policies, procedures, and legal or regulatory obligations.
• Promoting a collaborative team culture and supporting company-wide objectives.
• Contributing to training and mentoring junior team members (for Senior CRM level).

Skills / Qualifications

The ideal candidate will have a minimum of 2 years' experience in a company administration, fund administration or company secretarial role. They should demonstrate a high level of professionalism, attention to detail, and strong communication skills. Proficiency in Microsoft Office is essential. Holding, studying towards, or a willingness to pursue CGI or equivalent professional qualifications is preferred. This role would suit someone who thrives in a team-focused, fast-paced environment and is eager to support the ongoing development of internal processes.

For a full job description or further information on this role please call 711188 , or email [e-mail] .
If you wish to apply for this role, please submit your CV via the Apply Now button below.

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