Senior Client Administrator

Search-Select LTD; Douglas; On-site; GBP 38,000 - 48,000; Full time

Job summary

Search-Select LTD seeks a Senior Client Administrator to manage a portfolio of trusts, companies and wealth structures while providing technical support to the Client Services team. You will work closely with clients and internal teams to ensure service excellence and regulatory compliance.

The role requires experience with TCSP or similar client portfolios, strong MS Office skills, and a proactive approach to revenue opportunities and governance.

Qualifications

• Five GCSEs (or equivalent) required.
• Pursuing a relevant professional qualification with CPD obligations.
• Experience in TCSP or similar client-portfolio role preferred.
• Working knowledge of Microsoft Office, CCH Viewpoint and Laserfiche desirable.

Responsibilities

• Direct responsibility for a portfolio of trusts, companies and wealth structures with high service levels.
• Review WIP, collect fees promptly, and identify revenue opportunities.
• Liaise with clients to develop strategies aligned to goals.
• Ensure compliance with local regulatory requirements and governance.
• Support team with guidance and collaboration to meet targets.

Skills

Client portfolio management

Regulatory compliance knowledge

Client communication

Education

5 GCSEs or equivalent

Tools

Microsoft Office

CCH

Viewpoint

Laserfiche

Job description

Our client seeks a Senior Client Administrator to join their team, you will be responsible for managing a portfolio of clients and providing technical support to the Client Services team and management. You may be required to undertake reasonable additional or alternative duties subject to business requirements, duties include but are not limited to.

Key Responsibilities

• Direct responsibility for a portfolio of trusts, companies and other wealth structures ensuring that excellent service levels are provided to clients to ensure longevity of relationships. Understand and act upon the profitability of the allocated client portfolio by reviewing and collecting WIP, ensuring prompt collection of fees and investigating other revenue opportunities.
• Work closely with clients to develop strategies that align with their goals and objectives.
• Be primary point of contact for clients and intermediaries. Working with other teams within the business to ensure client and business goals are met.
• Help to ensure the company is compliant with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance. Keeping up-to-date with industry legislation and proposed changes.
• Drive appropriate behaviours and take action to ensure agreed business targets are met.
• Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed.

Key Skills and Experience

• 5 GCSEs or equivalent.
• Hold or be studying towards a relevant professional qualification. Once qualified you will be expected to maintain the relevant continued professional development (CPD) hours in line with your relevant qualification and/or the requirements of the business.
• Previous TCSP experience in a similar role with responsibility for managing a client portfolio would be beneficial.
• A working knowledge of Microsoft Office, CCH, Viewpoint and Laserfiche is desirable.

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