Manager Client Services

Location

Church, Lancashire | United Kingdom

Job description

Our client seeks a Manager - Client Services to join their team. Role Profile: 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. To 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, and service levels and company standards to meet client expectations including-: Key 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 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 champion the Outward profile of the company. To undertake other responsibilities as required Key Skills and Experience: Degree or equivalent professional qualification/experience 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. Clear understanding of the products and services 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. The 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. 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. Regulatory Knowledge and Awareness. FSA Anti Money Laundering Requirements. Proceeds of Crime Procedures. Data Protection Companies Act 1931Companies Act 2006Trust Acts 1961-2005Charities Legislation (UK & IOM)Foundation Legislation (Relevant Jurisdictions). If you have the required skills please apply online at searchandselect.com quoting reference number: 14576

Job tags

Salary