Client Services Manager
Isle of Man
Permanent
Our client seeks a Client Services Manager to join their team.
You will 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 and regulatory requirements. The ideal candidate will have experience in a similar role and excellent technical CSP/TSP knowledge.
Key Responsibilities:
- Ensure the Client Contact Programme (CCP) is actively maintained in accordance with agreed standards.
- 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 reviewed 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 and direction to the Senior management team and colleagues as required.
Key Skills and 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 of FSA Anti Money Laundering/CFT Requirements.
- Strong technical CSP/TSP knowledge.
- 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.
- Understanding and application of effective people resource requirements.
- Ability to identify, mitigate and manage operational risk and controls.
Your specialist: Debbie Amankwa
Quote job ref: 16647
Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.
