Client Relationship Manager (M/F)

About us

ATOZ Fund Services provides high-end fund administration solutions to alternative investment funds and their managers.

Operating under CSSF regulatory licenses as a registrar agent, administrative agent of the financial sector, and client communication agent, we deliver tailored, client-centric services powered by innovative technology and a solution-driven approach to meet the evolving needs of fund managers and investors.

In order to support our expansion, we are currently looking to recruit a:

Relationship Manager (M/F)

We are looking for a Client Relationship Manager to join our Corporate Secretarial team and act as the primary point of contact for a dedicated portfolio of clients operating in the Luxembourg fund environment.

The successful candidate will be responsible for ensuring a high-quality, responsive and coordinated service delivery across all internal departments involved in the client relationship, while also contributing to the day-to-day corporate secretarial administration of client entities.

The role combines client relationship management, service coordination and a practical corporate secretarial dimension, including the organisation of board and shareholder meetings, the preparation of corporate documentation and the follow-up of governance-related actions.

Job description

Corporate Secretarial and Governance Support

• Support the day-to-day corporate secretarial administration of client entities, including Luxembourg fund and and fund-related structures.
• Coordinate the organisation of board meetings, shareholders’ meetings, partners’ meetings and other governance-related meetings.
• Prepare and/or review convening notices, agendas, attendance lists, proxies, minutes, written resolutions and other standard corporate documentation.
• Ensure that corporate approvals, signatures and filing requirements are properly followed up and completed within the required timeframe.
• Liaise with directors, managers, shareholders, partners, notaries, legal advisers, auditors and other stakeholders in relation to corporate governance matters.
• Maintain an appropriate overview of each client’s governance calendar, recurring corporate obligations and key decision-making processes.
• Ensure that corporate records, registers and supporting documentation are complete, accurate and properly maintained.
• Escalate complex legal, governance or regulatory matters to the relevant Director, Partner or legal specialist where appropriate.

Service Delivery Coordination

• Coordinate the work of internal teams involved in servicing the client, including fund accounting, transfer agency, tax compliance and other relevant departments.
• Promote effective communication, collaboration and accountability among the teams involved in the client relationship.
• Contribute to the continuous improvement of internal processes, workflows and service delivery standards.

Required Technical Skills

• Good knowledge of the Luxembourg corporate, fund and regulatory environment.
• Strong understanding of Luxembourg corporate governance, corporate secretarial and administrative processes.
• Ability to prepare and coordinate standard corporate documentation, including board minutes, shareholders’ resolutions, written resolutions, powers of attorney, attendance lists and convening notices.
• Sound knowledge of AML/KYC requirements applicable in Luxembourg.
• Ability to understand and coordinate matters involving multiple internal and external stakeholders.
• Ability to review, challenge and follow up on information received from clients, advisers and internal teams.
• Strong organisational, prioritisation and project coordination skills.
• Excellent analytical and problem-solving capabilities.

Education and Experience

• Bachelor’s or Master’s degree in Business Administration, Finance, Economics, Law or another relevant field.
• 3 to 8 years of relevant experience in Luxembourg fund administration environment.
• Demonstrated experience in client relationship management or corporate secretarial administration.
• Practical experience in the preparation of corporate documents.
• Relevant professional certifications or training in Luxembourg fund administration, AML/KYC or corporate governance would be considered an advantage.

What We Are Looking For

• We are looking for a reliable, committed and client-oriented professional who can take ownership of client relationships, coordinate internal teams effectively and ensure that high-quality services are delivered consistently.
• The ideal candidate will combine strong interpersonal skills with a solid technical understanding of the Luxembourg financial services and corporate governance environment.