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
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