Client Relationship Manager for the Aztec Group, Stockholm

The purpose of this role is to assist the delivery and further development of Aztec’s Swedish business.  The ideal candidate will have a strong background in fund administration and will be interested in actively growing the Swedish business in line with the Group business development strategy, working towards seeking out new business opportunities and converting these into successful client relationships.
 

Key Responsibilities:

• Work closely with the Managing Director and Business Development Team, to develop a network of meaningful contacts including prospects and influencers in order to grow Aztec’s Swedish business.
• Participate in new client proposals and pitches as necessary and manage the integration of new clients into the Group’s procedures.
• Participate in client fee negotiations.
• Assist in the on-going development of systems and procedures to ensure the efficient, effective and controlled delivery of client services.
• Assist with the growth of the Swedish business in particular assuming responsibility for the delivery of administration services and the growth and development of the Stockholm based administration team.
• Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, compliance reports to boards, periodic client reviews) and regulatory requirements.
• Co-ordinate legal, tax and other professional advice.
• Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships.
• Attend and minute client board meetings and shareholder meetings.
• Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines.
• Act as a higher authority on day-to-day queries and act as 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts.
• Assist with billing information for clients including analysis of time spent, including the management of aged debtors.
• Supervise and assist in the training and development of staff.
• Actively manage the performance development process for all direct reports.

Skills, knowledge, expertise

• Ideally 4 – 6 years fund administration experience supported by a relevant University degree and/or professional qualification (ICSA Diploma level or equivalent).
• Sound technical financial services knowledge (to be supported through the Aztec Academy).
• Computer literacy, word processing and spread sheet skills are essential.
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts.
• People management experience.
• Evidence of full responsibility for a client relationship or a significant part of a major client relationship.
• Fluency in Swedish and English (written and spoken).

Location: Stockholm

About The Aztec Group
Aztec Group delivers award-winning fund and corporate services to the alternative assets industry from key onshore and offshore jurisdictions in Guernsey, Jersey, Luxembourg, the Netherlands, Sweden and the United Kingdom.

Renowned for its long-term partnership approach, the Group partners with some of the leading alternative assets fund managers across Europe administering over 200 funds with over EUR 110 billion under administration.

Numerous client testimonials, unrivalled client retention rate and multiple leading industry awards are a few testaments to the Group’s dedication to service excellence and the reason why it is recognised as the bright alternative in the funds services industry.