| Are you a seasoned professional with experience in client services and a passion for managing high-net-worth, multi-jurisdictional clients? Our client is looking for a Manager of Client Services to take on a pivotal role within their team. As a Client Company Director, you will be responsible for the compliant management of client companies, ensuring adherence to all legislative and regulatory requirements while delivering exceptional service. Key Responsibilities: - Manage a portfolio of medium to high-risk clients, providing trust and company administration services.
- Ensure the Client Contact Programme (CCP) is actively maintained and meets agreed standards.
- Oversee the management and review of investments, client assets, and associated documentation.
- Prepare minutes, resolutions, and undertake statutory filings.
- Manage client bank accounts, authorizing payment instructions and processing financial transactions.
- Conduct Annual or Biannual Client Reviews and Risk Assessments, ensuring they are completed on time.
- Lead and mentor junior team members, providing guidance and support.
- Drive continuous improvement initiatives to enhance service delivery and operational efficiency.
- Collaborate with senior leadership in developing and implementing the company's business plan.
- Ensure compliance with regulatory requirements, maintaining a high standard of corporate governance.
Qualifications and Skills: - Degree or equivalent professional qualification/experience in financial services.
- Proven experience in client service delivery, particularly with high-net-worth clients.
- Strong leadership skills with the ability to influence and guide a team.
- Excellent problem-solving abilities and strong organizational skills.
- In-depth knowledge of regulatory requirements, including FSA, AML, and data protection.
- Ability to manage complex client portfolios and deliver innovative service improvements.
- Strong verbal and written communication skills, with the ability to present complex concepts clearly.
If you are a proactive, disciplined, and client-focused individual with a strong background in financial services, we want to hear from you. |