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Client relationship manager (m/f)

Saarbrücken
ATOZ
Relationship Manager
Inserat online seit: Veröffentlicht vor 19 Std.
Aufgaben der Stelle
About us ATOZ Fund Services provides high-end fund administration solutions to alternative investment funds and their managers.

Für die folgende Stelle sind möglicherweise eine Reihe von Soft Skills und Erfahrungen erforderlich. Bitte lesen Sie sich die unten stehende Übersicht sorgfältig durch.

Operating under CSSF regulatory licenses as a registrar agent, administrative agent of the financial sector, and client communication agent, we deliver tailored, client-centric services powered by innovative technology and a solution-driven approach to meet the evolving needs of fund managers and investors.

In order to support our expansion, we are currently looking to recruit a: Relationship Manager (M/F) We are looking for a Client Relationship Manager to join our Corporate Secretarial team and act as the primary point of contact for a dedicated portfolio of clients operating in the Luxembourg fund environment.

The successful candidate will be responsible for ensuring a high-quality, responsive and coordinated service delivery across all internal departments involved in the client relationship, while also contributing to the day-to-day corporate secretarial administration of client entities.

The role combines client relationship management, service coordination and a practical corporate secretarial dimension, including the organisation of board and shareholder meetings, the preparation of corporate documentation and the follow-up of governance-related actions.

Job description Corporate Secretarial and Governance Support Support the day-to-day corporate secretarial administration of client entities, including Luxembourg fund and and fund-related structures.

Coordinate the organisation of board meetings, shareholders’ meetings, partners’ meetings and other governance-related meetings.

Prepare and/or review convening notices, agendas, attendance lists, proxies, minutes, written resolutions and other standard corporate documentation.

Ensure that corporate approvals, signatures and filing requirements are properly followed up and completed within the required timeframe.

Liaise with directors, managers, shareholders, partners, notaries, legal advisers, auditors and other stakeholders in relation to corporate governance matters.

Maintain an appropriate overview of each client’s governance calendar, recurring corporate obligations and key decision-making processes.

Ensure that corporate records, registers and supporting documentation are complete, accurate and properly maintained.

Escalate complex legal, governance or regulatory matters to the relevant Director, Partner or legal specialist where appropriate.

Service Delivery Coordination Coordinate the work of internal teams involved in servicing the client, including fund accounting, transfer agency, tax compliance and other relevant departments.

Promote effective communication, collaboration and accountability among the teams involved in the client relationship.

Contribute to the continuous improvement of internal processes, workflows and service delivery standards.

Required Technical Skills Good knowledge of the Luxembourg corporate, fund and regulatory environment.

Strong understanding of Luxembourg corporate governance, corporate secretarial and administrative processes.

Ability to prepare and coordinate standard corporate documentation, including board minutes, shareholders’ resolutions, written resolutions, powers of attorney, attendance lists and convening notices.

Sound knowledge of AML/KYC requirements applicable in Luxembourg.

Ability to understand and coordinate matters involving multiple internal and external stakeholders.

Ability to review, challenge and follow up on information received from clients, advisers and internal teams.

Strong organisational, prioritisation and project coordination skills.

Excellent analytical and problem-solving capabilities.

Education and Experience Bachelor’s or Master’s degree in Business Administration, Finance, Economics, Law or another relevant field.

3 to 8 years of relevant experience in Luxembourg fund administration environment.

Demonstrated experience in client relationship management or corporate secretarial administration.

Practical experience in the preparation of corporate documents.

Relevant professional certifications or training in Luxembourg fund administration, AML/KYC or corporate governance would be considered an advantage.

What We Are Looking For We are looking for a reliable, committed and client-oriented professional who can take ownership of client relationships, coordinate internal teams effectively and ensure that high-quality services are delivered consistently. xniyctf

The ideal candidate will combine strong interpersonal skills with a solid technical understanding of the Luxembourg financial services and corporate governance environment.
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