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.
- Review client relationships and identify new opportunities
- Review quarterly billing
- Review debtors and liaise with finance to ensure collection
- 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
- 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! ✈️
- 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 ?️
The client also offers a financial assistance policy that gives employees opportunities to grow their knowledge and experience that promotes further study.