Client Relationship Manager – Private Debt Prev

  • Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client
  • relationships.
  • Attend and minute client board meetings and shareholders meetings.
  • Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines.
  • Assist with billing information for clients including analysis of time spent, including the management
  • of aged debtors.

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