Client Relationship Manager 2 - Company Secreatarial

Aztec Group; Southampton; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus scheme

Flexible, hybrid working

Ability to work abroad for up to 3 wks

Generous holiday allowance

Pension scheme

Private medical insurance (eye care)

Life assurance (death in service)

Worldwide travel insurance

Health and wellbeing programmes

On-site parking

Job summary

Aztec Group is hiring a Client Relationship Manager to lead a team handling company secretarial, governance, and client relations for real asset structures.

You will mentor staff, drive process improvements, and collaborate across the business to support Aztec’s future ambitions.

Qualifications

• Proven legal and administration experience with a relevant professional qualification (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.

Responsibilities

• Lead a team delivering company secretarial matters for a large client base, including board material and agenda reviews, and coordination of board meetings.
• Manage day-to-day company secretarial and client relationship issues.
• Oversee client billing, governance queries and process improvements.
• Ensure high-quality outputs such as board packs, filings and minute writing.
• Help adopt new technology within the team and support onboarding and compliance processes.

Skills

Client relationship management

People management

Governance

Chartered Governance

Minute writing

AML compliance

Authorized Signatory

Tools

Computer literacy

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, coordination 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

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