Search 661 Live Jobs

Love Mondays again!

Client Services Manager

Our client is seeking an experienced Client Services Manager to oversee the day-to-day operations of a portfolio of high-risk trust and company clients. The role involves managing client relationships, ensuring regulatory compliance, and maintaining high-quality fiduciary and corporate services. This position offers the opportunity to work with a dynamic management team and contribute to a reputable and independent organisation. 

 

Job Duties:

  • Manage client relationships, including attending meetings and addressing queries from clients, beneficiaries, and settlors.
  • Liaise with intermediaries and advisors to ensure effective communication and service delivery.
  • Review trust and corporate documents, including settlement instruments, letters of wishes, and memorandum and articles of association.
  • Prepare and review minutes, corporate authorities, shareholder resolutions, and statutory returns.
  • Maintain and update statutory records, both electronically and in paper-based formats.
  • Collaborate with the finance team on bookkeeping, financial record maintenance, and invoicing.
  • Actively contribute to a designated committee in your area of expertise, such as tax, investments, or virtual assets.
  • Ensure compliance with statutory, regulatory, and best practice guidelines in line with company policies and procedures.
  • Pursue business development opportunities and enhance the company’s profile within the industry.
  • Support the efficient running of the office and ensure client administration needs are met in a timely and professional manner.


Job Requirements:

  • STEP-qualified (or equivalent).
  • Approximately 10 years of experience in the industry, including handling complex and high-risk cases.
  • Strong understanding of tax regulations and requirements, including FATCA and CRS.
  • Proven ability to manage caseloads independently.
  • Experienced in working as an authorised signatory.
  • Strong business acumen with the ability to lead and deliver on projects.

 

What You’ll Love:

Our client is a well-established and independent fiduciary and corporate services provider with a commitment to excellence, client service, and building long-term relationships. With a dynamic management team and an experienced Board, this role offers a supportive and professional work environment, with opportunities to make a meaningful impact.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here