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The Junior Client Relationship Manager - Asset & Wealth Management Services (AWMS) supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners. Working closely with internal specialist teams, the role is responsible for ensuring high-quality client engagement, seamless coordination of services, and consistent relationship coverage across the AWMS platform.
This role is client facing and relationship driven, balancing responsiveness, commercial awareness, and service coordination to support long-term client satisfaction and retention.
Key Responsibilities
1. Client Relationship Management
Support the planning and execution of structured client touchpoints, including quarterly relationship reviews for established clients and more frequent interactions for priority or growth accounts, as required.
2. Client Servicing, Coordination & Regulatory Oversight
Coordinate across internal teams to support the delivery of AWMS offerings, including fund administration & fund accounting, regulatory & compliance services (e.g. ongoing compliance obligations, filings, governance support), corporate secretarial services, tax advisory, tax structuring, and ongoing tax compliance.
Track client requests and regulatory deliverables through to completion, ensuring timelines, documentation, and approvals are appropriately managed.
Escalate service, regulatory, or compliance issues to senior team members where required to maintain quality, accuracy, and risk control.
3. Regulatory, Compliance & Tax Advisory Relationship Support
4. Client Experience & Relationship Outcomes
5. Business Support & Growth Exposure
6. Reporting, Billing & Accountability
7. Risk & Professional Standards
Requirements
Qualifications & Experience
Bachelor's degree in business, Finance, Accounting, Economics, Tax, or a related discipline.
At least 2-3 years of experience in client relationship management, asset management, fund services, tax, or professional services.
Prior exposure to Family Offices, Fund Managers, Asset Owners, or financial services clients is advantageous.
Key Skills & Attributes
What Success in This Role Looks Like