Senior Client Manager

3 weeks ago

London, United Kingdom Clearwater People Solutions Ltd Full time

Clearwater are looking for a Senior Client Manager to join our clients team on a 15 month FTC. The role is based in London and will be required to travel into the office 2 days a week. The Senior Client Manager is responsible for managing the day-to-day operations of the American Donor Fund), a market-leading philanthropy service for dual US/UK taxpayers.

The successful candidate will oversee the relationship management and retention of a portfolio of clients, including ultra-high-net-worth Americans living in the UK and British clients living/working in the USA. Ensuring compliance with both US and UK regulations for grant making and maintaining high standards of customer due diligence and KYC are critical aspects of this role. The Senior Client Manager will also collaborate with internal stakeholders to deliver key projects and product improvements.

Key Responsibilities of the Senior Client Manager

  • Leadership: Oversee the day-to-day operations, ensuring the team is adequately resourced and focused on key business needs.
  • Management: Manage and administer private client accounts within the assigned portfolio, focusing on wealthy American donors in the UK and British expats in the USA.
  • Management: Lead key team members, providing coaching and mentoring to support their growth and development.
  • Compliance: Ensure Charity Verification function is compliant with regulations, holding expert knowledge in US/UK grant-making regulations.
  • Improvement: Work across teams to drive improvements in the core operational processes, suggesting and implementing new work processes where needed.
  • Development: Collaborate with the Head of, to identify and expand new opportunities, and explain and promote the services to individuals, grantees, and business introducers.
  • Retention and Expansion: Contribute to the company’s revenue generation through client retention, account expansion, and new business development.
  • Service Excellence: Deliver high-quality, proactive, and responsive customer service to ensure high client satisfaction.
  • and KYC Oversight: Lead and oversee AML and KYC work, referring higher risk matters to appropriate authorities within CAF.
  • Needs Assessment: Research and understand the current and future needs of assigned clients, developing tailored services and solutions to meet their philanthropic goals.
  • Donation Management: Oversee the team’s work on complex donations, including illiquid assets and legacy gifts, ensuring appropriate approvals are obtained.
  • and Reporting: Support the collation of key data and reporting for internal committees and working groups.
  • Development: Play an active role in the senior Private Clients team, collaborating on strategy development and advocating for the Trusts within the organisation.

Experience required of the Senior Client Manager:

  • experience in managing high-net-worth client relationships.
  • knowledge of US and UK philanthropic regulations and compliance.
  • leadership and team management skills.
  • to drive process improvements and implement new strategies.
  • customer service and communication skills.
  • in AML and KYC practices.

If you are a strategic thinker with a passion for philanthropy and a proven track record in managing high-net-worth client relationships, we would love to hear from you. Please apply online attaching your CV.

Join our client and help them continue to make a difference in the world through effective and compliant philanthropic services

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