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:
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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
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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
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Ensure the client contact programme (CCP) is actively maintained in accordance with agreed standards
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Process new business
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Undertake management and review of, Investments and other client assets, including the review of related documentation
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Preparation of minutes/resolutions
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Ensure Annual or Biannual client reviews and risk assessments are completed and within required timescales
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Opening and managing client bank accounts, including authorising payment instructions
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Undertake relevant statutory filing
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Process financial transactions such as dividends, distributions and loans
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Maintain company and trust records, including due diligence
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Analyse financial statements
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Participate in ad hoc projects/committees
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Provide support and direction to the Senior management team and colleagues
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Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
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Provide accurate time recording to ensure the correct fee income is derived
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Champion the outward profile of the business
The ideal candidate for the role of Client Services Manager will have:
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A degree or equivalent professional qualification/experience
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Experience in Financial Services administration functions
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History of high-quality delivery of client service through leadership and people development
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Experience of delivering innovative service improvements and projects
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Established influencing skills
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A strategic and practical understanding and application of high-quality client service delivery
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Strong problem analysis and resolution skills
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Strong verbal, written communication, and people skills, with the ability to present complex concepts in a clear and concise manner
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Understanding and application of effective people resource requirements
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Ability to identify, mitigate and manage operational risk and controls
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Strong technical CSP/TSP knowledge
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Good organisation and control of workflow
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Understanding of the importance of strong Corporate Governance
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Initiative-taking and can work under pressure
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Clear understanding of regulatory requirements
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Ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
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Able to work on own initiative and to be highly disciplined
Regulatory Knowledge and Awareness:
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FSA Anti Money Laundering/CFT Requirements
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Proceeds of Crime Procedures
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Data Protection
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Companies Act 1931
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Companies Act 2006
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Trust Acts (Apply online only)
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Charities Legislation (UK & IOM)
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Foundation Legislation (Relevant Jurisdictions)
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Economic Substance requirements