Client Services Manager - £60,000 - £70,000

About the Role

The client services manager will be responsible for the management of their team’s portfolio of varied high
net worth (HNW) clients, ensuring excellent client service, whilst supporting, mentoring and developing their team.

Commercial Management
– Review team timesheets, ensuring accurate time capture
resulting in correct and timely billing
– Review client relationships to ensure their commerciality
and identify any new opportunities
– Review monthly work-in-progress and quarterly billing
– Review debtors and liaise with finance to ensure their
prompt collection

Staff Management
– Day-to-day management of their team
– Provide support, mentoring, training and development
to ensure team members are competent for their roles
– Undertake team appraisals; manage staff concerns
and aspirations
– Ensure team members meet their continued professional
development requirements
– Ensure team adheres to the office’s policy and procedures
– Attend management meetings

Client Services Management
– Monitor and manage the team’s key performance
indicators to ensure targets are met
– Ensure completion of the team’s action points from
client entity reviews
– Review accounts as required and liaise accordingly
with the client services director(s)
– Liaise with administrators and the client accounting
department to ensure timely completion of financial
accounts for their team’s portfolio of clients
– Ensure tax filings and reportings are completed within

Required Timeframes
– Liaise with the company secretarial department to
ensure regulatory filing deadlines are met
– Ensure their team’s administrators keep the client records
up to date
– Ongoing liaison with the director(s) providing regular
updates on team and client matters
– Liaise with the new business department for the
onboarding and take on of new clients
– Attend relevant new business committee meetings

Administration
– Oversight of the day-to-day administration of a portfolio
of HNW clients
– Attend board meetings of client entities
– Attend client meetings; review minutes, and file notes
and action points as necessary
– Verbal and written communications with clients and their
advisers, banks, brokers and other intermediaries
– Manage their entities’ bank and brokering facilities, and
ensure timely action on transactions
– Maintain good corporate governance practices for
their portfolio of HNW clients
– If required, travel for client-related meetings

General
– Delivery of excellent client service by adhering
to our values
– Act as a “B” signatory
– Understand accounting concepts as they relate to client
administration duties
– Sound understanding of corporate and trust principles
– Awareness of technical issues sufficient to report
suspected problems and to deal with matters at the
appropriate level
– Liaise with compliance to ensure all of the team’s clients’
due diligence is current and fit for purpose
– Understand and observe anti-money laundering and
regulatory issues
– Undertake one-off projects that may arise from time to
time; involvement will be dependent

Requirements