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Manager - Private Client Services

Purpose of the role:

To oversee the administration of a client portfolio under the supervision of the Senior Manager/Associate Director/Director. To demonstrate a clear understanding of each clients’ portfolio including risk awareness, relationship management and contractual and statutory regulations.

Responsibilities:

  • Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
  • Manage own billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimise write-offs
  • Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
  • Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours, acting as a guide in this respect to members of the team
  • Attendance at, and preparation and review of reports, for management meetings
  • Review client accounts where relevant
  • Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
 

Private Client

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