Manager – Client Services

  • Post Date: April 10, 2024
  • Apply Before: May 31, 2024
Job Description

Our client is currently seeking a Manager within their Client Services team who will 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, service levels and company standards to meet client expectations.

Role Responsibilities

– Ensure Client Contact Programme (CCP) is actively maintained in accordance with agreed standards

– Process New Business

– Undertake management and review of, Investments and other client assets, including the review of related documentation

– Preparation of minutes/resolutions

– Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales

– Opening and managing client bank accounts, including authorising payment instructions

– Undertake relevant Statutory Filing

– Process Financial Transactions such as Dividends, Distributions and Loans

– Maintain Company and Trust records, including due diligence

– Analyse Financial Statements

– Participate in ad hoc projects/committees as required

– 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 undertake other responsibilities as required

Skills & Experience Required

– Degree or equivalent professional qualification/experience Skills and Knowledge

– 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

– Established influencing skills

– A strategic and practical understanding and application of high-quality client service delivery

– Strong problem analysis and resolution skills

Salary & Benefits

Salary is negotiable, dependent upon qualifications & experience and a full benefits package is included with this role