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.

• 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.

• 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.

• 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.

• 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.

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