Manager - Client Services

Our client is seeking a Trust Manager

Working as part of a client services team to manage a portfolio of Clients including all aspects of client service, regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications, and task management.

Responsibilities:

  • Work in a senior capacity administering a portfolio of trusts, companies and foundations including liaising with Clients, banks and investment managers as and when required.
  • Manage the day to day relationship with the Client including attendance at Client meetings and delivery of finalised transactions.
  • Work with the Client Services Directors and the team, on a day to day basis, manage workloads and to keep them apprised of ongoing Client administration matters.
  • Train and develop junior staff. 
  • Ensure adherence to all policies, procedures and codes of conduct.
  • Actively engage in risk disciplines, ensuring that work is undertaken in adherence to the standards in accordance with the Risk Appetite.
  • Work with Senior manager – client services to complete new business documentation and onboard.
  • Write accurate minutes for Client entity transactions.

Key qualifications, skills and abilities required for the role:

  • At least three years relevant experience
  • Table 4 qualification
  • Proven experience in a client engagement management role.
  • Strong task and diary management skills with a focus on task completion and delivery.
  • An ability to recognise and mitigate potential risk situations.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 05 Jan 2024
Closing Date: 
Mon, 18 Mar 2024
Reference: 
11696

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