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Client Manager (Contract)

Purpose of the role:

One of the main purposes of this role is to manage client accounts, receive and handle all communications by ensuring all matters are dealt with in a timely manner, and ensuring yourself and the team are providing a first class service to clients.

Responsibilities:

  • To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies
  • Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied
  • Personal Development: ensure continual update in professional knowledge
  • Acting as a channel of communication for upward and downward feedback
  • To build relationships with intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact
  • Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management of staff productivity

Skills required:

  • To hold a professional qualification recognised by the JFSC
  • Broad knowledge and understanding of trust and company administration
  • Previous experience of working within trust and company business
  • The ability to identify and analyse issues, develop solutions, with the ability to motivate the team, initiate and manage change
  • Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness
 

Trust & Company Administration

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