Client Relationship Manager

Fareham, Whitely

Highly Competitive package

Futures Recruitment Services are delighted to be working with a growing global company in the Financial Services industry.

Our Client is currently looking to hire a Client Relationship Manager to join their Corporate Services team in Southampton. This organisation is industry-leading in employee retention with an extensive list of benefits and employee engagement events throughout the year. 

The purpose of this position is to administer a portfolio of corporate structures in conjunction with the Senior Client Relationship Manager and Associate Director.

The key responsibilities for the Client Relationship Manager:

  • Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a portfolio of London Stock Exchange (“LSE”) Premium Listed and The International Stock Exchange (“TISE”) investment companies;

  • Co-ordinate the timing of meetings and the drafting and publication of circulars, market news announcements, FCA and LSE forms and application submissions;

  • Manage corporate calendars and corporate actions, including dividend declarations and compliance with the dividend procedure timetable of the London Stock Exchange, issues of equity, and director/PDMR shareholder transactions;

  • Assist in the development of the corporate services function including new business opportunities and ongoing review of processes;

  • Maintain registers for corporate services entities and all records detailing all contractual relationships;

  • Work closely with the compliance function to ensure the compliance monitoring is adhered to and all statutory, regulatory and stock exchange filings are made in a timely manner;

  • Assist with staff queries on general company secretarial matters;

  • Act as a superuser for company secretarial systems (Virtual Boardroom and Blueprint) including new user set up and dealing with staff queries.


Skills, knowledge and expertise for the Client Relationship Manager:

  • A relevant professional qualification (ICSA Diploma level or equivalent);

  • Sound technical financial services knowledge;

  • Computer literacy skills are essential;

  • Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts;

  • Ideally some people management experience;

  • Evidence of managing a small client relationship or part of a major client relationship.


Company Benefits Package includes:

  • Competitive salary

  • 25 days holiday per annum

  • Private Health cover

  • Long Term Income Protection Scheme 

  • Death in Service cover

  • Critical Illness cover

  • Annual Travel Insurance

  • Eye Care

  • Pension

  • Discretionary bonus


If you are looking to further your career within in Financial Services then do not hesitate to apply below!

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. 

This vacancy is advertised by Futures Recruitment Services who operate as an employment agency. Due to the high volume of applications received we are not able to reply to each personally and should you not hear from us within 7 days this means your application was not successful on this occasion.

Futures Recruitment Services

52 South Street

Chichester, West Sussex

PO19 1DS, UK


01243 839286

Monday - Friday 8.30 - 5.30pm

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