Manager, Private Client Services

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading firm is seeking a Manager to lead a team in Private Client Services, ensuring exceptional administration for international clients. This role involves client relationship management, team development, and financial oversight, offering a dynamic environment for professional growth and exposure to high-profile business initiatives.

Benefits

Supportive work environment

Opportunities for professional growth

Leadership development

Qualifications

• Evidence of continuous professional development required.
• Management training and proven people management experience preferred.

Responsibilities

• Manage client portfolios ensuring high standards of administration.
• Establish relationships with clients and intermediaries.
• Conduct team performance appraisals.

Skills

Client Focus

Risk Management

Strategic Mindset

Communication

Collaboration

Process Improvement

Education

CGI/STEP Diploma or equivalent

Qualified Accountant or relevant qualification

Job description

Our client is seeking a Manager to lead a team providing Private Client Services for an international client base. This role involves ensuring high-quality administration, managing relationships with clients and intermediaries, and identifying business development opportunities. The successful candidate will oversee team performance, training, and financial management while supporting the Managing Director in operational and strategic functions.

Job Duties:

• Manage and oversee the administration of client portfolios, ensuring all work is completed to a high standard and within deadlines.
• Establish and maintain strong relationships with clients, intermediaries, and advisors.
• Identify training needs within the team and provide day-to-day training as required.
• Review billing, monitor debt collection, and ensure financial targets are met.
• Conduct manager-level reviews of working papers for annual accounts and financial statements, delegating where appropriate.
• Review outgoing correspondence and board/trustee minutes to ensure accuracy and compliance.
• Conduct team performance appraisals and ensure the completion of appraisal documentation.
• Ensure client review points are addressed and that statutory records remain accurate and up to date.
• Serve as a B' class signatory on the firm's authorised signing mandate.
• Assist Directors with financial reporting and operational tasks as required.

Job Requirements:

• CGI/STEP Diploma or equivalent, or currently studying towards CGI/STEP Professional qualification.
• Alternatively, a qualified accountant or relevant professional qualification.
• Evidence of continuous professional development.
• Management training undertaken with proven people management experience.
• Strong client focus with a proactive approach to managing client relationships and service delivery.
• Commercial awareness, risk management skills, and a strategic mindset.
• Excellent communication and collaboration skills.
• Experience in operational management with a focus on efficiency and process improvement.

What You'll Love:

Our client offers a dynamic and supportive environment, providing opportunities for professional growth and leadership development. The role provides exposure to high-profile international clients, strategic business initiatives, and the chance to contribute to the firm's continued success.

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