Senior Client Service Manager

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A recruitment consultancy in Scotland is seeking a Senior Fiduciary professional to manage portfolios for institutional clients. The ideal candidate will have over 5 years of experience, excellent client management skills, and a commitment to professional development. Responsibilities include administering company structures and ensuring compliance in a team-oriented environment.

Qualifications

• Minimum of 5 years' experience in fiduciary, fund, or financial services.
• Sound understanding of fiduciary best practice and regulatory environments.
• Team-oriented mindset and commitment to professional development.

Responsibilities

• Administering a portfolio of company and trust structures for institutional clients.
• Acting as a key point of contact for fiduciary matters and client service.
• Reviewing financial statements and ensuring regulatory compliance.
• Assisting with process improvements across fiduciary teams.

Skills

Client management

Communication skills

Timekeeping

Education

Qualified or pursuing STEP or ICSA

Job description

This senior position sits within a specialist fiduciary team supporting institutional clients across pension trusts, endowments, and corporate structures. The role involves direct client interaction, company and fiduciary administration, and partnership with internal teams to deliver tailored service to high-value clients.

Location

Duties for this role include, but are not limited to:

• Administering a portfolio of company and trust structures for institutional clients.
• Acting as a key point of contact for fiduciary matters and client service.
• Preparing and executing resolutions, minutes, authorisations, and payments.
• Reviewing financial statements and supporting regulatory compliance.
• Ensuring decisions and records are properly documented and meet all regulatory requirements.
• Attending client and advisor meetings as required.
• Working closely with fiduciary and investment teams to deliver a cohesive service.
• Assisting with process improvements and consistency across fiduciary teams.
• Acting as authorised signatory.

Skills / Qualifications

The ideal candidate will have a minimum of 5 years' experience in fiduciary, fund, or financial services and be qualified, working towards, or willing to pursue STEP or ICSA. They will bring excellent client management, timekeeping, and communication skills, with a sound understanding of fiduciary best practice and regulatory environments. A proactive, team-oriented mindset and commitment to professional development are essential.

For a full job description or further information on this role please call 711188 , or email [emailprotected] .
If you wish to apply for this role please submit your CV via the Apply Now button below.

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