Client Portfolio Manager

• Administration of a selective portfolio of complex client companies and trusts and ensure that all client queries are dealt with in a courteous, timely and professional manner.
• Oversee output from team members from a quality control and technical accuracy perspective to ensure that all client work is efficiently handled with a high degree of client care and attention. Promote and develop a culture of high-quality client care within the team. Assist and

• Ensure that work is allocated appropriately based on skills, strengths, experience and risk.
• Ensure sufficient cross-over and support between team members by exploiting different levels of experience and knowledge to provide the best possible service to clients.
• Ensure a balanced workload between team members and that work is prioritised correctly and deadlines are met. Oversee the maintenance of task lists to ensure that all ongoing matters are diarised for appropriate follow-up.
• Ensure all electronic records and files for the team's client entities are fully up to date in Viewpoint and Laserfiche and that any physical files are maintained in accordance with company policy.
• Demonstrate familiarity with each team member's portfolio by having an awareness of important tax and other structuring related matters and ensure these are understood, implemented and fully documented on the appropriate files so the information is readily available and accessible to all relevant staff members.
• Ensuring that appropriate supporting documentation is held for all transactions where we provide directors and/or bank signatories and that we have a full understanding of such transactions. Ensuring that records are obtained and/or maintained by team members to aid in the preparation of accounts by Client Accounting.
• Maintain an understanding and awareness of all services offered by the company as well as all internal policies and procedures, due diligence requirements and anti-money laundering provisions and ensure adherence to the same by team members and be sufficiently competent to advise clients of requirements.
• Reporting regularly on the progress of any allocated projects or other pertinent matters affecting client service levels or regulatory matters.
• Encourage the building of sustainable relationships with clients through more open and proactive communication in order to identify and understand client needs. Working with team members to cross-sell services where possible by considering how the value-added will help meet those client needs.
• Primary point of contact for clients for new matters pertinent to the team's overall portfolio of client companies. Work closely with clients and other teams to ensure the proper on-boarding and management of new client companies and relationships. Manage client expectations from the outset of relationship to ensure the smooth transition of any new business allocated to the team.
• Responsibility for reviewing timesheets to ensure accurate and timely completion, monitoring billing and time charges within team, recovery of fees within agreed payment terms and assessing performance against targets to ensure team members are operating at maximum efficiency and effectiveness.
• Responsibility for ensuring that file reviews are carried out to an appropriate technical standard within deadlines in accordance with the overall risk rating and ensuring that all client and company files are maintained in accordance with internal and external expectations and  obligations.
• Maintain Key Staff status with the Financial Services Authority and to act as director on client companies, as signatory on in-house companies and operate client company bank accounts as an 'A' signatory in accordance with company policy.
• Identify staffing needs for the team as a whole and active involvement in the selection, recruitment, induction and training of new team members.
• Identify training, development and coaching needs for self and team members and provide access to training or other development opportunities. Maintain technical competence for self and team members in line with company and regulatory requirements.
• Conducting team members' annual performance reviews. Agree competencies and behaviours required for team members to achieve objectives with appropriate follow up and monitoring of progress and providing feedback as necessary. Manage under-performance issues with a view to ensuring competency is reached. Manage career advancement expectations in line with capabilities.
• First point of reference for dealing with any concerns expressed by team members in relation to specific tasks or broader company or employment matters. Provide advice, support and guidance on technical and general company policy matters.
• Approve or decline requests for holidays, time in lieu, overtime, etc. in accordance with company policy and ensuring that such matters are passed to the relevant person for recording or action as required. Arrange appropriate cover as and when necessary, in times of holidays or other absence.
• Arrange and attend return to work interviews with staff as appropriate and in accordance with company policy on sick leave. Monitor sick leave or other unplanned absences, identify and discuss any attendance issues with team members and ensure these are dealt with appropriately.
• Maintaining an awareness of study debt or any salary deductions to be made that have been approved and agreed with the relevant team member.

Your specialist: Angie Westmorland

Quote job ref: 16034

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

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