Client Relationship Manager

Our client seeks a Client Relationship Manager to join their team. As a Client Relationship Manager your work directly supports the Groups commitment to provide thoughtful, personal and high-quality service to all clients. Working with the Engagement Lead within the Fiduciary Team, your skills and expertise will keep relationships with existing clients healthy and secure. Key Responsibilities: Liaise with clients, advisors, banks and professionals to ensure smooth administration. Maintain accurate client data in fiduciary systems. Draft Board packs, meeting minutes, resolutions and correspondence. Monitor compliance with AML, KYC and other regulatory requirements. Conduct file reviews and ensure timely reporting. Maintain proactive client engagement, always seeking solutions to meet their needs. Partner with the New Business team to identify and pursue new referral channels. Key Accountabilities: Act as Key Person as defined by the Financial Services Authority, ensuring the expected standards are achieved. Strengthen internal team capability by mentoring and knowledge sharing with team members. Delivery of co-ordinated, efficient and compliant operations across your portfolio of clients. Key Skills and Experience: Attained or working towards a STEP or CGI qualification. A minimum of 5 years' experience in the TSCP sector is required. Prior experience of using ViewPoint and Laserfiche would be advantageous. A natural communicator, with emotional intelligence to truly make each client feel valued. Deeply knowledgeable of fiduciary structures and trust administration, and confident to guide and mentor team members. Highly organised approach to inbox, calendar and filing management. Comfortable to navigate Microsoft Office suite of products. Able to bring a flexible and hands-on style with a healthy dose of common sense to everything that you do.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16938