Assistant Client Services Manager
Job Ref: LF
41461
Join a professional Client Services team where you'll have the opportunity to contribute to both client delivery and the development of colleagues. You'll manage a varied portfolio, provide technical support and help maintain efficient administration across corporate and fiduciary structures. This is a strong progression opportunity for someone looking to broaden their management experience.
Location
Duties for this role include, but are not limited to:
- Manage and oversee a portfolio of corporate and fiduciary clients.
- Build and maintain strong relationships with clients and professional intermediaries.
- Develop a thorough understanding of client structures, activities and transactions.
- Provide technical guidance on complex client matters and administration requirements.
- Support the establishment, onboarding and administration of companies, partnerships, trusts and other fiduciary structures.
- Oversee portfolio workflows, ensuring deadlines and client deliverables are met.
- Monitor work in progress, billing and debt collection activities.
- Support management with day-to-day operational matters and team coordination.
- Work closely with Risk and Compliance teams to ensure CDD and periodic reviews are completed.
- Maintain compliance with relevant regulatory requirements, internal policies and governance standards.
- Provide coaching, mentoring and technical support to junior colleagues.
- Identify opportunities to improve processes, efficiency and service delivery.
- Maintain up-to-date technical knowledge and awareness of relevant regulatory developments.
Skills / Qualifications
The ideal candidate will have proven experience within corporate, trust or fiduciary administration, together with strong technical knowledge of client structures and regulatory requirements. You'll be confident managing a varied portfolio and maintaining excellent client relationships, with strong organisation and the ability to oversee competing deadlines. Previous experience supporting, mentoring or developing junior colleagues is important, alongside a proactive approach to improving processes and operational efficiency. You'll be part-qualified or fully qualified in STEP, CGI (formerly ICSA) or an equivalent professional qualification, with a commitment to ongoing professional development.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.