About the role:
Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
Responsibilities:
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
- Delivery of all client work and client contact in line with the companies vision and values and expected service standards, ensuring KPIs are up to date at all times.
- Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate.
Requirements:
- Ability to act independently but knowing when to escalate & seek guidance.
- Positive collaboration with all Private Wealth colleagues & wider stakeholders.
- Director of client entities/affiliate members where required.