Purpose of the role:
As the Client Service Manager, you will be responsible for the management of their team’s portfolio of varied HNW clients, ensuring excellent client service, whilst supporting, mentoring and developing your team.
Responsibilities:
- Complete timesheet and ensure accurate time capture resulting in correct timely billing (for you and the team)
- Review client relationships to ensure their commerciality and identify any new opportunities
- Undertake appraisals, manage staff concerns and aspirations
- Ensure team members meet their continued professional development requirements
- Review of accounts as required and liaise accordingly with the client services director(s)
- Liaise with Administrators and the Client Accounting department manager to ensure timely completion of financial accounts for the portfolio of client entities
Skills required:
- Minimum of 7 years experience in the Trust and Fiduciary services industry
- Table 4 Qualification