Client Relationship Manager – Private Credit
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative.
About the role:
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 Role Responsibilities:
Act as first point of contact for a number of clients May act as 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint) Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting and hoc client queries Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts Set up and maintain all client data on internal systems Perform client reviews
Skills, knowledge, expertise:
· A relevant professional qualification (ICSA or equivalent) would be expected but is not mandatory if the candidate can demonstrate relevant practical experience
· Previous experience of working with private debt, private equity or real estate structures would be beneficial but is not a prerequisite
· Evidence in day to day management and supervision of a team
· Excellent interpersonal skills as will be required to develop close working relationships with colleagues, clients and business contacts
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.