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For Companies At a Glance
- Tasks: Manage complex client portfolios and ensure top-notch service delivery.
- Company: Reputable firm with a dynamic and supportive work environment.
- Benefits: Career progression, professional development, and a collaborative team culture.
- Why this job: Join a dedicated team and make a real impact in client services.
- Qualifications: 3+ years in client engagement management and strong communication skills.
- Other info: Flexible work environment with a focus on teamwork and high standards.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Manager for their Client Services team in the Trust Company Business function. The role involves managing a portfolio of complex clients, providing oversight of day-to-day operations, and ensuring that all client service functions are delivered efficiently and effectively. The role also involves supporting the Client Directors with team development, compliance, risk management, and regulatory adherence. This is a full-time position based in Jersey.
Job Duties
- Administer a portfolio of trusts, companies, and foundations, liaising with clients, banks, and investment managers as required.
- Manage day-to-day relationships with clients, including attending meetings and delivering finalised transactions.
- Collaborate with Client Directors and the team to manage workloads and keep them apprised of ongoing client administration matters.
- Train and develop junior staff members, offering guidance and support as needed.
- Ensure all administration complies with relevant policies, procedures, and codes of conduct.
- Maintain full understanding and adherence to all applicable legislation and regulations, particularly AML/CFT laws.
- Actively engage in risk management practices, ensuring compliance with the company's risk appetite.
- Participate in the DayBox process to review and authorise client activities and transactions.
- Complete new business documentation and assist with onboarding new clients.
- Prepare accurate minutes for client entity transactions.
- Accurately charge time and meet chargeable time targets using PlainSail.
- Collect cash and ensure timely debt collection in relation to client bills.
- Complete periodic client risk assessments.
- Represent the organisation at seminars, presentations, and events when required.
- Take responsibility for personal development and meeting CPD requirements in line with performance objectives.
- Champion and model company values and behaviours.
Job Requirements
- At least three years of relevant experience in a client engagement management role.
- A qualification listed in Table 4 or 5 of the JFSC Trust Company Business Code of Practice.
- Proven ability to manage a complex portfolio of clients and deliver high-quality client service.
- Strong task and diary management skills with a focus on task completion.
- In-depth knowledge of the regulatory requirements related to Jersey Trust Company Business.
- Ability to recognise and mitigate potential risk situations.
- Excellent interpersonal skills, with the confidence to approach individuals at all levels of seniority.
- Strong analytical mindset with excellent attention to detail.
- High standard of oral and written communication skills.
- Proficient in the use of relevant systems and technologies.
What You'll Love
Our client offers a dynamic and supportive work environment where you can contribute to the ongoing success of a reputable firm. You will be part of a dedicated team focused on delivering exceptional client service while also having the opportunity to develop your professional skills and progress in your career. With a clear focus on flexibility and service delivery, the team prides itself on working collaboratively and maintaining a high standard of client care.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.
Trust Manager, Client Services in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager, Client Services in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, seminars, or even casual meet-ups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you’re interested in, like our client’s firm. A friendly email expressing your interest can go a long way in getting noticed.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can keep you fresh in the interviewer’s mind. It shows your enthusiasm for the role and reinforces your professionalism.
We think you need these skills to ace Trust Manager, Client Services in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client engagement management. We want to see how your skills align with the role of Trust Manager, so don’t hold back on showcasing your relevant achievements!
Showcase Your Interpersonal Skills: Since this role involves managing complex client relationships, it’s crucial to demonstrate your excellent interpersonal skills. Share examples of how you've effectively communicated with clients or resolved conflicts in your previous roles.
Highlight Compliance Knowledge: Given the importance of regulatory adherence in this position, make sure to mention your understanding of AML/CFT laws and any relevant qualifications. We’re looking for someone who can navigate the regulatory landscape with ease!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Client Portfolio
Before the interview, make sure you understand the types of clients the company manages. Familiarise yourself with trust structures, companies, and foundations. This will help you demonstrate your knowledge and show that you're ready to handle complex client relationships.
✨Showcase Your Compliance Knowledge
Since the role involves regulatory adherence, brush up on the relevant legislation, especially AML/CFT laws. Be prepared to discuss how you've ensured compliance in previous roles, as this will highlight your ability to manage risk effectively.
✨Demonstrate Team Leadership Skills
Think of examples where you've trained or developed junior staff. Highlight your experience in managing workloads and collaborating with team members. This will show that you can support Client Directors and contribute positively to team dynamics.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client issues. Prepare scenarios where you've successfully navigated challenges in client service or risk management. This will showcase your analytical mindset and attention to detail.
