Our client is an international leading bank. They are looking for a Client Relationship Executive. They are in the process of building a fresh, dynamic, new team for their growing office. 

Not only are they a global firm, but they are a fantastic place to work. You will work in a team of entertaining and hard working individuals, who will train you to be the best you can be. On top of that this company offers many exciting perks and events to ensure you have the best possible work environment.

What Do You Need?

• Fluent in English (Written & Spoken)
• Five GCSE’s (Minimum including English and Mathematics)
• Computer literacy skills (Microsoft Word, Excel)
• A background with customer service and communication skills
• A problem solver that gathers information from conversations to help make key decisions
• A level of confidence to speak with stakeholders across all levels across multiple locations
• A team player with a self-starter attitude
• Banking / Finance background would be a nice to have but not necessary

What Will You Do?

You will be the goto person for their international/offshore clients by phone & email.

Provide exceptional customer experience to help customers achieve their ambitions.

You will be liaising with both internal and external stakeholders to resolve queries.

You will be the clients’ problem solver which you will be trained and mentored for.

You will do an interactive induction to become a knowledgeable valuable asset to the business.

What Perks Are There?

Our client has the benefit of having an overabundance of great perks.

– Fantastic Company Culture ?

– Excellent Career Progression ?

– 25 Days Annual Leave ✈️

– Cycle to Work Scheme ?

– Buy & Sell Holiday Scheme ?️

– Weekly Friday Team Drinks! ?

– Mentor Scheme ?

– Performance Bonus ?

– Discount Schemes ?️

– Quarterly Events ?

– Quarterly Award Scheme ?

– Great Pay Progression ?

– Team Lunches ?

– Daily Fresh Fruit ?

– Dental Cover ?

– Pension ?

– Working from the office with the option to do Hybrid later on. ? 

Salary: £23,000 – 24,000

Who are they?

The group offers an energising and very rewarding environment and is extremely international in its perspective and culture. This is a fantastic opportunity to really ramp up your career!

Our client is an exciting leading independent provider of corporate trust fund administration services with a fantastic company culture. With over 25 offices globally ? (in the Caribbean, Europe, Asia, the Middle East and America!) ✈️

What you need?

• Close to 10 Years in Client Service Experience
• Appropriate Industry Qualification
• Microsoft Office Literate (Word, Excel, Outlook)
• Dependable and attentive to detail
• Attention to detail and the ability to juggle tasks
• Able to meet deadlines when necessary
• A great character with engaging, warm interpersonal skills

What will you do?

An overview – Your responsibility will oversee the management of your team’s portfolio of a varied group of high net worth clients. You will ensure stella client service, whilst supporting, mentoring and developing your team.

Commercial Managerment

• Review client relationships and identify new opportunities
• Review quarterly billing
• Review debtors and liaise with finance to ensure collection

Staff Management

• Daily team management
• Provide mentoring, training to your team members
• Team appraisals and manage colleague aspirations
• Ensure team members continue their professional development

Client Services Management

• Monitor and manage the team’s key performance to ensure targets are met.
• Ensure completion from client entity reviews
• Review accounts as required with the client services director
• Ensure tax filings and reporting are completed 
• Ongoing Liaison with directors regarding client matters
• Attend relevant business meetings

Admin

• Oversee daily High Net Worth clients
• Attend board meetings
• Client meetings
• Verbal and written communication with banks brokers and advisers
• If required, travel for clients! ✈️

General

• Act as B signatory
• Delivery of high level client service
• Understand anti-money laundering issues.

What perks are there?

• Employee Benefits Trust ?
• Fantastic Company Culture ?
• Mentor & Training Scheme ?
• Excellent Career and Pay Progression ?
• Share options ?
• Reward arrangements ?️
• Company Lunches & Events ?
• Friday Work Drinks ? 
• Performance Bonus ?
• Flexible and Part-Time working conditions considered ?
• Global offices for exciting opportunities! ✈️
• 25 Days AL ?️

What else?

The client also offers a financial assistance policy that gives employees opportunities to grow their knowledge and experience that promotes further study.

Our client is one of the largest providers of fund, corporate and private client services in the market, recognised by our clients and the industry for exceptional client service and value and known for strong and sustained growth. As a combined business they manage over 17,000 structures for 8000+ clients with a global footprint operating from 20 locations, scale which offers all our people great opportunities to develop their knowledge and skills and to progress their careers.

JOB DESCRIPTION

To provide professional trust and company administration services to a varied portfolio of clients in Private Client, and at all times to comply with the Policies and Procedures of Ocorian Services Limited.

Main responsibilities:

• To administer a portfolio of trusts, companies and other entities and to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents.
• To ensure the tax status of entities is observed with the timely completion of tax returns and the payment of any notified tax liability.
• To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities.
• To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.
• When required, to prepare minutes and other meeting documents.
• To take responsibility for being the immediate point of contact in client relationships.
• To oversee the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian, where appropriate, through effective liaison with the Client Accounting Solutions team.
• To manage the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing.
• To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change.
• To monitor the aged debt position of matters under administration and to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts.
• To ensure that periodic reviews of clients’ matters are undertaken in accordance with the timetable set by the Director.
• To mentor and support the training of more junior members of staff with supervision and guidance from the Manager.
• To ensure that during periods of absence from the office, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met.
• To ensure an awareness and understanding of local Regulatory requirements.
• Carry out any function/activity required by the Manager, Management team or Directors from time to time.
• Escalating any issues/risks arising promptly to the Manager or Directors where appropriate.

QUALIFICATIONS

• Educated to A level or degree standard.
• A minimum of two years trust and company administration experience.
• Ideally have completed a professional/relevant qualification to Certificate Level (e.g. ICSA/STEP).
• The post requires good technical knowledge with an understanding of local company and trust law and regulations.
• Strong IT skills.

Competencies

• Good interpersonal skills are required to develop close working relationships with colleagues and clients.
• Flexibility, energy and enthusiasm.
• A solution driven attitude to problems.
• Good organisational skills and the ability to work methodically and accurately.
• Team spirit.

We are searching for an experienced senior manager to join our client services team, to manage a portfolio of Company and Trust structures.

This role would be perfect for a motivated professional with a proven track record in a similar TCSP role.

Accountabilities

• Responsibility for all aspects of day to day management of a portfolio of clients
• Direct client and intermediary contact (written and verbal)
• Maintenance of client financial records
• Production of Minutes and governance documents
• Building and maintaining relationships with key clients, introducers and intermediaries
• Carrying out administration tasks to assigned deadlines
• Carrying out statutory and governance work for a range of companies across various jurisdictions, within filing deadlines
• Participation in marketing the business primarily off Island and involvement in the take on process of any new business

Skills required to undertake the role

• Ability to produce quality work to strict deadlines
• Ability to consider tax and legal implications of transactions
• Technical knowledge of complex fiduciary structures
• Technical knowledge of statutory filing requirements
• Demonstrable robust communication skills

Competencies

• Accurately complete detailed technical and statutory work
• Self motivated with a structured approach to work
• Identify and analyse problems by interpreting data available
• A team player with ability to communicate at all levels

Knowledge and expertise required to undertake the role – Essential

• Solid understanding of Director and Trustee duties and responsibilities
• Excellent working knowledge of Fiduciary Structures
• Excellent working knowledge of Company and Trust law and statutory and regulatory obligations
• Book-keeping for Companies and Trusts

Experience and qualifications – Essential

• Hold a relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA
• Demonstrable industry experience in a similar TCSP role

This job involves working as a member of the team to carry out the general administration and supervision of a defined portfolio of clients in an efficient, accurate and timely manner.

You will be working towards or will have completed a first level Trust related qualification and will have developed good communication with clients, Directors, team members, other colleagues and professionals and a good knowledge of Trust, ensuring that an efficient service is provided to clients.

You will ensure that you maintain confidentiality of information at all times.

Corporate & Professional Responsibilities

To promote and support the aims and image of the firm.
To develop and maintain effective working relationship with all colleagues.
To co-operate with colleagues to promote an open and supportive environment.
To carry out duties in a careful and professional manner, acting in a way that supports and upholds the reputation of the business.
Establish and develop working relationships based on confidence, trust and respect, exhibiting professional and personal integrity at all times.

Job Responsibilities/Accountabilities

Objectives
Respond positively and promptly to client demands and provide consistent, high quality service to clients.
Meet targets and objectives set by Managers and have an understanding of the consequences associated with missing deadlines.
Review all work before handover to the Manager.
Seek feedback from others regarding own performance and with manager assistance produce SMART objectives following one-to-one meetings.
Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.
Respond positively to requests for help and support in the team and share existing knowledge and skills for the benefit of the team.

Administrative
Ensure proper completion of all documentation under the flexi-sheet and APS timekeeping systems.
Ensure that all office and departmental procedures are adhered to.
Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients and assist senior staff in maintain other records as necessary.
Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.
Be competent in day to day bookkeeping for companies and trusts to trial balance. With training and experience become involved in dealing with basic accounts.
Liaise with bankers over remittance of money, deposit accounts and investment transactions.
Open/close trust and company bank accounts.
Liaise with brokers over investment transactions and settlement instructions.
Have a working knowledge and with tuition and practice, become competent in the formation of limited companies and setting up of new trusts.
Complete billing forms as necessary.
Develop good communications skills, liaising regularly where appropriate with clients and associates by telephone and written correspondence.
Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
Produce a simple set of accounts with assistance.
Demonstrate basic tax knowledge.
The ability to discuss technical matters with seniors.
Any other relevant duties as requested by your Manager.

Key Attributes:

Knowledge
Minimum of 5 GSCEs, including Maths and English at C grade or above
Previous experience in a trust administration role
Excellent working knowledge of the company philosophy and culture and awareness of business objectives and strategies
ICSA Cert or STEP Certificate Qualification preferred.

Skills
Good communication skills and ability to develop effective relationships at all levels
Effective organisational and planning skills
Accuracy and attention to detail
Proficient in all relevant IT programmes

Attitudes
Dedicated and highly professional approach with total commitment to best practice with a pro-active approach
Ability to work independently, use initiative and to prioritise work
Ability to work in a timely manner, and to meet deadlines when under pressure
Supporting approach regarding management decisions

Regulatory Requirements

Demonstrate full compliance with all legal requirements and all relevant the company
Demonstrate full adherence to all GFSC regulatory and Data Protection requirements

Possible next career steps include (if applicable)

Trust Officer

Our clients mission is to preserve and transfer the wealth, values, culture and vision of their clients to future generations by building meaningful and sustainable client relationships. The team members, whatever their role, are very important and highly valued, as they keep those relationships flourishing.

The client is a dynamic, productive and rewarding place to work. They delight in seeing progression in our team’s abilities, qualities, ambitions and qualifications. They celebrate and reward their talented professionals and endeavour to help them be the best they can be at their careers.

They wish to engage with motivated, energetic professionals who desire a career in the world of private wealth and a multi-family office.

They currently have a position available as a senior administrator. The senior administrator is an integral member of the teams administration team, who reports to the Admin Manager / Assistant Manager. The senior administrator will oversee a portfolio of complex and high net worth clients including full responsibility for complex transactions from the initial decision making and recording of decisions, to full implementation and finishing the task in an efficient and timely manner. The senior administrator will also have responsibility for mentoring junior members of staff and leading by example in all aspects of their daily role, including statutory work and personal time-recording.

The successful candidate will have:
▪ A levels
▪ STEP or ICSA qualification
▪ At least 5 years’ experience of which the majority is in administering complex structures.
▪ At least 3 years client facing experience
▪ Energetic and self-driven personality that thrives on contributing to a greater goal and strategic direction
▪ Experience in a multi-family office environment will be an advantage

Salary: Attractive