One of our TCSP clients who provide corporate and fiduciary services to clients around the world is experiencing growth within the business following recent corporate acquisitions and are now seeking a Client Services Manager to join an established team.

As Client Services Manager you will be responsible for:

* Act in the capacity ofClient Company Director, collectively with the other director/s 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

* 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, service levels and company standards to meet client expectations

* Ensure the 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

* Provide support and direction to the Senior management team and colleagues

* Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development

* Provide accurate time recording to ensure the correct fee income is derived

* Champion the outward profile of the business

The ideal candidate for the role of Client Services Manager will have:

- A degree or equivalent professional qualification/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

- 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

- 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

- 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

Regulatory Knowledge and Awareness:

- FSA Anti Money Laundering/CFT Requirements

- Proceeds of Crime Procedures

- Data Protection

- Companies Act 1931

- Companies Act 2006

- Trust Acts (Apply online only)

- Charities Legislation (UK & IOM)

- Foundation Legislation (Relevant Jurisdictions)

- Economic Substance requirements