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Head of Client Services – Renewable Energy Fund

Head of Client Services – Renewable Energy Fund

THE OPPORTUNITY:

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.

ROLE & KEY RESPONSIBILITIES:

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