Manages fiduciary client relationships, administration, compliance and reporting, while supporting new business and mentoring team members.
Our client seeks a Client Relationship Manager to join their team. As a Client Relationship Manager your work directly supports the Groups commitment to provide thoughtful, personal and high-quality service to all clients. Working with the Engagement Lead within the Fiduciary Team, your skills and expertise will keep relationships with existing clients healthy and secure.
Key Responsibilities
- Liaise with clients, advisors, banks and professionals to ensure smooth administration.
- Maintain accurate client data in fiduciary systems.
- Draft Board packs, meeting minutes, resolutions and correspondence.
- Monitor compliance with AML, KYC and other regulatory requirements.
- Conduct file reviews and ensure timely reporting.
- Maintain proactive client engagement, always seeking solutions to meet their needs.
- Partner with the New Business team to identify and pursue new referral channels.
Key Accountabilities
- Act as Key Person as defined by the Financial Services Authority, ensuring the expected standards are achieved.
- Strengthen internal team capability by mentoring and knowledge sharing with team members.
- Delivery of co-ordinated, efficient and compliant operations across your portfolio of clients.
Key Skills and Experience
- Attained or working towards a STEP or CGI qualification.
- A minimum of 5 years' experience in the TSCP sector is required.
- Prior experience of using ViewPoint and Laserfiche would be advantageous.
- A natural communicator, with emotional intelligence to truly make each client feel valued.
- Deeply knowledgeable of fiduciary structures and trust administration, and confident to guide and mentor team members.
- Highly organised approach to inbox, calendar and filing management.
- Comfortable to navigate Microsoft Office suite of products.
- Able to bring a flexible and hands-on style with a healthy dose of common sense to everything that you do.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16938
