Senior Client Service Manager

• Managing a portfolio of company and trust structures on behalf of a key institutional client.
• Acting as a primary point of contact for client and service provider interactions.
• Preparing and executing minutes, resolutions and authorised documentation.
• Reviewing financial statements and supporting financial oversight activities.
• Ensuring client structures remain compliant with regulatory requirements.
• Maintaining accurate client records and ensuring all filings are completed appropriately.
• Balancing client expectations with fiduciary risk management and due diligence requirements.
• Attending and contributing to client and advisor meetings.
• Acting as an authorised signatory on relevant matters.
• Identifying areas for operational improvement and supporting process enhancements.
• Liaising with internal teams to ensure consistency of service delivery.

The ideal candidate will have proven experience within a fiduciary or financial services environment, with exposure to complex client structures and institutional clients. They will demonstrate a strong understanding of regulatory requirements and fiduciary best practice, along with excellent communication and organisational skills. A professional qualification such as STEP or ICSA (or working towards) is desirable. The successful individual will be self-motivated, detail-oriented and capable of managing competing priorities, with a proactive and client-focused approach.