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Head of Client Services – Renewable Energy Fund

Head of Client Services – Renewable Energy Fund


Excellent newly formed position to establish and lead the client service division of a fast growing renewable energy investment manager. 

This key new hire will implement and manage a new client services system to manage all investor/IFA relations.This business have over £300m AUM and specialise in the development, fundraising, investment and management of energy, resource and infrastructure opportunities with a focus on UK and international markets. The company has grown rapidly over the last 5 years promoting and managing a range of EIS and IHT investments for retail investors and other investment products targeted at HNW investors, family office and financial institutions.


The role will be varied and will include the following responsibilities:

  • Procurement, implementation and management of new CRM system
  • Oversee design and management of web-based client interactive service (not immediate)
  • Support and contribute to Product Development Team in design and management of new product literature and application pack(s)
  • Implement, manage/oversee investor application process, including liaising with advisors/investors.
  • Manage reconciliation of all subscription and redemption funds, share/loan note issues, etc. This will involve working closely with the finance and SPV administration teams.
  • Managing/Reconciling share/loan registers with CRM system to maintain data integrity with single source of information.
  • Design and implementation of robust client reporting protocols, including standardisation of reporting templates for equity and debt investments.
  • Managing all investor communications (regular and ad hoc), including investment updates, fact sheets, issue of share certificates, EIS 3 forms and any other investor related correspondence.
  • Working closely with Investment Team and Senior Directors on all activities affecting investor communications, new products, funds, etc.
  • Managing and training existing members of team