Client Relationship Manager 2 - Company Secreatarial

Aztec Group; Fareham; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus scheme

Flexible, hybrid working

Ability to work abroad up to 3 weeks/€

Generous holiday allowance

Pension scheme

Private medical insurance

Job summary

Aztec Group is seeking a Client Relationship Manager to lead a team handling company secretarial and governance for real asset structures. You will work with a Company Secretarial Manager and Corporate Secretaries to deliver award-winning outsourced solutions.

As a Manager / Manager II, you will guide a team, drive process improvements, and support growth across the business. The role emphasizes collaboration, change readiness, and delivering high-quality client service.

Qualifications

• Proven legal and administration experience with Chartered Governance level or equivalent.
• Experience in the administration of Companies, Limited Partnerships and Trusts.
• Experience of client relationship management and stakeholder management.
• Sound people management expertise.
• Great attention to detail.
• Experience of minute writing and review.
• Sound technical financial services knowledge (via Aztec Academy).
• Excellent interpersonal skills to develop relationships.
• Act as a B level Authorised Signatory.

Responsibilities

• Lead a team delivering company secretarial matters for a large client base, including board material review and agenda coordination.
• Manage day-to-day company secretarial and client relationship issues.
• Oversee client billing and governance-based queries; drive process improvements.
• Ensure high-quality output, including board packs, filings and minute writing.
• Support adoption of new technology within the team.
• Oversee onboarding and compliance processes such as AML status checks.
• Maintain accurate entity records and timely amendments.
• Build strong relationships with clients and colleagues across groups.
• Represent the team on group projects and mentor staff.

Skills

People management

Client relationship management

Attention to detail

Interpersonal skills

Education

Chartered Governance level

Tools

Microsoft Office

Job description

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 Client Relationship Manager

We are looking to recruit a Client Relationship Manager to manage a team responsible for the administration and company secretarial and governance elements of a number of real asset structures. You will be working alongside a Company Secretarial Manager and a team of Corporate Secretaries. Your expertise will be key to the award-winning outsourced solutions that the Group provides to our clients.

As a Manager / Manager II (Band 3), you will be responsible for the leadership of a team or project, driving process improvement, operational excellence and contributing towards broader team strategies. This will be achieved through leading, motivating and coaching a team that is focused on outcomes, being open-minded and embracing change whilst valuing diverse perspectives and channelling a 'can-do' attitude. You will support business and people growth through connecting and collaborating across the business to enable Aztec's future ambitions.

Key Responsibilities

• Manage a team in delivery of all aspects of company secretarial matters for a large client base including the review of board material and agenda, co-ordination of board meetings, company secretarial aspects of transactional matters such as equity and debt changes.
• Managing a company secretarial team consisting initially of three direct reports
• Manage day-to-day technical company secretarial and client relationship issues
• Manage client billing, governance-based queries and input into processes improvements as necessary
• Ensure that the team produces high quality work including board packs, filings and minute writing
• Support the Senior Manager in ensuring that new technology is adopted by the team
• Manage onboarding and compliance processes such as client AML status and other compliance review
• Ensure maintenance of accurate records for each entity, ensuring that all amendments are made in a timely manner
• Build and maintain strong working relationships with clients, colleagues and other business contacts. Ensure smooth communication between all aspects of the client delivery across real assets, partnering with other teams servicing the same clients.
• Act as a team representative for group-wide projects (as necessary)
• Act as a mentor to staff

Skills, Knowledge, Expertise

• Proven legal and administration experience supported by a relevant professional qualification or experience (Chartered Governance level or equivalent)
• Experience in the administration of Companies, Limited Partnerships and Trusts
• Experience of client relationship management and stakeholder management
• Sound people management expertise
• Great attention to detail
• Experience of minute writing and review
• Sound technical financial services knowledge (to be supported through the Aztec Academy)
• Computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts
• Act as a “B” level Authorised Signatory

Benefits

We understand that everyone has different needs, and that’s why our employee package includes a variety of benefits. In addition to a competitive salary, here are some examples of the benefits that we may offer for our permanent roles:

• Discretionary bonus scheme
• Flexible, hybrid working
• Ability to work abroad for up to 3 weeks per annum
• Generous holiday allowance
• Pension scheme
• Private medical insurance, including eye care
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Health and wellbeing programmes
• On-site parking