Job Description
As the Associate Director of the Client Services function you will work collectively with the other director/s responsible for the compliant management of the Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management.
Role Responsibilities
– You will be responsible for a team of Client Services Administrators & managers.
– To provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan,
regulatory requirements.
– Provide support and direction to the Senior management team and colleagues as required
– Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
– To provide accurate time recording to ensure the correct fee income is derived
– To champion the Outward profile of the business
– To undertake other responsibilities as required
Skills & Experience Required
– Experience in Financial Services administration functions
– History of high-quality delivery of client service through leadership and people development
– Experience of delivering innovative service improvements and projects
– Knowledge of: FSA Anti Money Laundering/CFT Requirements, Proceeds of Crime Procedures, Data Protection, Companies Act 1931, Companies Act 2006, Trust Acts 1961-2005, Charities Legislation (UK & IOM), Foundation Legislation (Relevant Jurisdictions); Economic Substance requirements.
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