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.
Key responsibilities:
• Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to date at all times.
• Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
• Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary.
• Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals.
Skills and experience:
• STEP or ICSA
• Ability to act independently but knowing when to escalate & seek guidance.
• Positive collaboration with all Highvern colleagues & wider stakeholders.
• Manager of client entities/affiliate members where required.
• Ongoing compliance with all internal policies and procedures