16 Oct 2024

Client Services Manager

Ref 37154

Are you a natural leader with strong business acumen? If so, read on, as our client is seeking an experienced Client Services Manager to join their team and manage the daily operations of a portfolio of trust and company clients.

Key role:

  • Liaising with intermediaries
  • Maintaining statutory records
  • Attending committee meetings and writing minutes
  • Reviewing various documentation
  • Managing client relationships
  • Maintaining best practice and regulatory requirements
  • Seeking potential development leads
  • Supporting the administration requirements of the client

The successful candidate will be STEP qualified, with 10 years or more, of industry experience, with a working knowledge of FATCA and CRS reporting, and have the ability to lead projects.

 

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