Client Relationship Manager - Transactions

Aztec Group • Radnor, WV

6d • Onsite

About The Position

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: Reports to the Associate Director This US‑based role sits within Aztec’s cross‑jurisdictional Transaction Team, a specialist unit supporting the administration of an institutional fund‑of‑funds client based across the USA, Jersey, UK and Luxembourg. The position is integral to the delivery of high‑quality transactional, governance and compliance services, while also contributing to the continued expansion of Aztec’s presence in the United States. The successful candidate will act as a key liaison point for client transactional teams, external legal counsel operating across the USA, Jersey, UK and Hong Kong, and internal Aztec teams in the USA, Jersey and Luxembourg. The role offers extensive exposure to complex, time‑sensitive transactions, multi‑jurisdictional structures and a diverse range of stakeholders. This environment provides strong foundations for professional development and career progression within Aztec. Working as part of the broader administration ecosystem, the individual will support the execution of transactions, ensure robust compliance and governance, maintain high‑quality operational processes and contribute to continuous improvement initiatives. The role also includes involvement in internal CRM‑related responsibilities, contributing to the refinement of procedures, training delivery and oversight activities. This is an excellent opportunity for a financial services professional to join a dynamic, growing team and play a pivotal role in shaping and delivering a first‑class service offering for one of Aztec’s most significant institutional clients.

Requirements

• College level education with a bachelor’s degree or equivalent.
• Demonstrable experience within the financial services industry, ideally in fund or corporate administration, with exposure to complex, multi‑jurisdictional structures.
• Strong technical knowledge of financial services concepts and regulatory requirements, with a willingness to further develop expertise through Aztec Academy training.
• Proven experience in managing client relationships, demonstrating professionalism, responsiveness and the ability to build trust with stakeholders.
• Some experience supervising or mentoring colleagues, supporting their development, and contributing to team performance.
• Excellent written and verbal communication skills, with the ability to work effectively across jurisdictions and build strong working relationships with colleagues and external advisers.
• Comfortable learning and navigating new systems quickly, with strong attention to detail and a commitment to high‑quality output.
• A commitment to maintaining high standards, adhering to regulatory guidelines, and delivering a consistently professional service.
• 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.

Responsibilities

• Act as a secondary point of contact for entities under administration, responding to queries from clients, Boards, Investment Managers, legal counsel and other parties involved in time‑sensitive, confidential transactions.
• Coordinate the approval and execution of transactions across structures primarily based in the USA, Jersey and Luxembourg, ensuring alignment with the wider USA, Jersey and Luxembourg based team and maintaining strict adherence to internal processes and client timelines.
• Ensure timely completion of transaction‑related tasks, maintain accurate system updates, and collaborate with client‑facing, accounting and compliance teams to support effective onboarding and implementation.
• Support the preparation and circulation of board packs and associated materials for Board, Committee and ad‑hoc meetings relating to transactions.
• Work with the Company Secretarial team to draft or review minutes and provide minute‑taking training when required.
• Liaise with the centralised Banking Team to coordinate the opening of client bank accounts and associated transactional accounts.
• Contribute to the ongoing enhancement of transaction‑related controls, processes and procedures, including the development of checklists and operational guidelines.
• Support time‑critical AML and compliance requests relating to entities and underlying investments, both internally and externally.
• Coordinate data collation for compliance and regulatory purposes, working closely with Aztec’s central Compliance and AML teams, MLCO and MLRO.
• Assist in managing regulatory filings and ensure accurate, timely submission of compliance‑related information.
• Maintain and enhance Operational Procedures Manuals and ISAE checklist templates, ensuring documentation remains up to date and fit for purpose.
• Deliver training on transaction‑related processes and support the wider team with operational activities such as financial statement production and project work.
• Act as a “B”‑level four‑eyes signatory, ensuring compliance with company policy, professional standards and regulatory requirements.
• Assist with billing support, including time‑analysis.
• Supervise and support the development of junior team members, providing coaching and guidance.
• Participate in the appraisal process for team members and contribute to building a high‑quality, collaborative team culture.

Benefits

• Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level