Assistant Manager - Client Solutions

Oversee the effective management of the client solutions team ensuring a professional and comprehensive service is provided to existing and prospective clients and in line with strategic objectives set by the Group Board.

KEY ACCOUNTABILITIES

1. Proactively oversee and manage the operation of the Client Solutions team ensuring a professional service is provided to clients and intermediaries.
2. Through effective analysis and management of the team and their resulting performance ensure any knowledge gained is factored into the planning and formulating of the teams own strategy resources and procedures and ultimately the divisions annual business plan.
3. Create and ensure alignment of team strategy to overall strategic objectives and KPIs set by the Group.
4. Oversee the administration timely billing fee collection management of debtors and population of income to target relative to the clients within the teams portfolio.
5. Responsible for maintaining a good standard of corporate governance within the team ensuring any legal tax or statutory requirements are adhered to.
6. Overall responsible for the delivery of client projects covering the takeon of new business restructuring of existing funds and the exit of client business liaising with all relevant internal parties to clearly understand the clients objectives and requirements of the project.
7. Coordinate with other business areas within JTC to deliver finalised projects and documentation updates in a structured and consistent manner. Ensuring that changes in service delivery are highlighted for operational teams to understand.
8. Providing technical guidance and support to own team and in addition to other business areas in order to ensure delivery of a high quality service.
9. Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the teams portfolio of clients and where possible introduce prospective new business to the Group.
10. React to new business enquiries within an acceptable timeframe effectively managing and accurately pricing enquires ensuring the resources and services provided by the Group are fully explained and promoted.
11. Attend and participate at client meetings either on or off site. This may from time to time require travel.
12. Develop enhance and retain existing client base advisers intermediaries and other introducers of work providing a value added service and a high standard of client care.
13. Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
14. Oversee the administration and review of complex client structures remain aware of risk exposure to both the client and the Group including fulfilment of responsibilities under the review procedures.
15. Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the team / division in this respect.
16. Train develop motivate and monitor the progress of the team ensuring individual team members adherence to their contractual obligations and competencies.
17. Directly coaching and mentoring subordinates within the team.
18. Attend and conduct where necessary monthly team meetings ensuring the appropriate employees remain appraised of any developments or changes within the Group.
19. Conduct annual appraisals and interim reviews for members of the team setting SMART objectives.
20. Attend interviews for new recruits and play an active part in the selection.
21. Adhere to CPD requirements in accordance with qualification level and inhouse procedures.
22. Develop self and ensure knowledge in relevant field at all times.
23. Deputise in the absence of Associate Director / Director.
24. Develop an ability to inspire and motivate the team and the wider Group to sustain the Groups unique stakeholder culture and adherence to the core competencies.
25. Adhere to the JTC core values and expected behaviours.
26. Any other duties as deemed necessary or defined by Management and / or Group Board.

ROLE REQUIREMENTS

• Extensive legal / project experience in a similar role in financial services
• Proven track record of having managed a team
• Excellent communication and problem solving skills

JTC is a publicly listed global professional services business with deep expertise in fund corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence longterm relationships and technology capabilities that drive efficiency and add value.

JTCs culture places a strong focus on the development of its employees. We value our employees commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.

If you would like to join team JTC where everyone is dedicated to continuously delivering a service beyond our clients expectations please apply on line (applications will only be accepted if made through the online portal).

Required Experience :

Manager

Key Skills

Organizational Management, Presentation Skills, Agile, SAFe, AWS, Solution Architecture, Conflict Management, Data Management, Scrum, Team Management, Pre-sales, Management Consulting