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Client Services Manager
- To be advised
- Permanent, Full Time
- Closing in 3 days
- Search and Select Recruitment Agency
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 deliveryStrong 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.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16647
