Senior Client Service Manager

6 days ago

Scotland, United Kingdom Orchard Recruitment Ltd Full time

One of our TCSP clients who provide corporate and fiduciary services to clients around the world is experiencing growth within the business following recent corporate acquisitions and are now seeking a Client Services Manager to join an established team.

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

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

* 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

* Process financial transactions such as dividends, distributions and loans

* 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

* The ideal candidate for the role of Client Services Manager will have:

- 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

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

- Strong problem analysis and resolution skills

- Ability to identify, mitigate and manage operational risk and controls

- Clear understanding of regulatory requirements

- Ability to deal with client and professional advisors thereby showing a commitment to providing a quality service

- Regulatory Knowledge and Awareness:

- FSA Anti Money Laundering/CFT Requirements

- Data Protection

- Trust Acts (Apply online only)

- Foundation Legislation (Relevant Jurisdictions)

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