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Client Services Manager
2 months ago
As Client Services Manager you will be responsible for:
* Act in the capacity ofClient Company Director, 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
* 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
* Ensure the 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
* Provide support and direction to the Senior management team and colleagues
* Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
* Provide accurate time recording to ensure the correct fee income is derived
* Champion the outward profile of the business
The ideal candidate for the role of Client Services Manager will have:
- A degree or equivalent professional qualification/experience
- 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
- Strong verbal, written communication, and people skills, with the ability to present complex concepts in a clear and concise manner
- Understanding and application of effective people resource requirements
- Ability to identify, mitigate and manage operational risk and controls
- Strong technical CSP/TSP knowledge
- Good organisation and control of workflow
- Understanding of the importance of strong Corporate Governance
- Initiative-taking and can work under pressure
- Clear understanding of regulatory requirements
- Ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
- Able to work on own initiative and to be highly disciplined
Regulatory Knowledge and Awareness:
- FSA Anti Money Laundering/CFT Requirements
- Proceeds of Crime Procedures
- Data Protection
- Companies Act 1931
- Companies Act 2006
- Trust Acts (Apply online only)
- Charities Legislation (UK & IOM)
- Foundation Legislation (Relevant Jurisdictions)
- Economic Substance requirements
