Client Relationship Manager

Información:

Valencia (Valencia/València)
Empresa: Apex Group
Descripción: FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their ...
Requisitos: The Role:

The CSM team today works closely with the following groups coordinating client activity, from supporting onboarding new clients, preparing Management Company reports, liaising with the regulators on regular reporting etc. A wide and varied role that interacts with the following departments and teams as well as external vendors and service providers.

-Business Implementation
-Client Relationship Management
-Business Development
-AML/MLRO
-Depository Oversight
-Transfer Agency Oversight
-Fund Administration Oversight
-Legal
-Regulatory Compliance
-Alternative Investments
-Investment Management Oversight
-Distribution Oversight
-Risk and Compliance

The key responsibilities of the role include:

-Coordinate client queries internally and with delegates
-Manage client communication, both in a BAU and non-BAU environment
-Actively manage certain projects, including the circulation of all details to the operational teams and any third parties with the monitoring of replies via the tracker.
-Ownership of reporting related to central bank reporting or client related reporting
-Updating and maintaining internal reporting systems
-Continuous review and preparation of ManCo reports
Contrato: Indefinido
Jornada: Completa

14-10-2025

Un momento...