๐Ÿ• Posted 4d ago

Client Engagement Manager Role

Standish Management UK

HalifaxFull-timeMid LevelOn-site

Job Description

Lead impactful client engagements as a Client Engagement Manager specializing in fund administration at Standish. Focus on delivering tailored services while mentoring junior staff and managing client expectations. In this vital position, you will work directly with clients to oversee all aspects of their fund activities.

Together with the Engagement Director, you will manage a team responsible for fund accounting and financial statements, ensuring timely and efficient delivery. Your role will also include sourcing new clients to expand the business and guiding junior members in their growth. Key Responsibilities: โ€ข Establish frequent communication with clients for updates โ€ข Manage overall engagement, balancing client needs and efficiency โ€ข Supervise tax preparation and audit processes โ€ข Review ongoing communications to clients and investors โ€ข Support business development through new proposals Requirements: โ€ข Bachelor's Degree required, preferably in Finance or Accounting โ€ข 2+ years of relevant public accounting experience โ€ข 2+ years of PE/VC fund experience preferred โ€ข CPA accreditation preferred โ€ข Proficiency in Microsoft Office and QuickBooks familiarity Elevate client service through effective management and accounting expertise in fund administration. #J-18808-Ljbffr

Posted 4 days ago

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