Manager Business Function: Client Services - Trust Company Business

Salary £70,000 - £75,000 neg

To manage a portfolio of more complex clients belonging to the Company or to one of the entities managed by it,

including all aspects of client service, regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.

To provide support to the Client Directors with the management, oversight and development of junior members of the team, perhaps taking specific responsibility for the performance management of the administrators and senior administrators.

To support the Client Services Team delivering an efficient and seamless service to all administered clients.

Work closely with the Client Directors to ensure all client service functions are delivered efficiently and on a timely basis.

Client Services are delivered through semi-autonomus groups (Client Group) comprising 2/3 Client Directors, 2

Managers/Assistant Managers and between 4 and 8 Administrators, including Junior Administrators.

While each Client engagement has a designated Director, Manager and Administrator, all members of each Client

Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.

Main Duties and Responsibilities

Working in a senior capacity administering a portfolio of trusts, companies and foundations including

liaising with Clients, banks, and investment managers as and when required.

Managing the day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.

Working with the Client Directors, and the team, on a day-to-day basis, manage workloads and to keep them apprised of ongoing Client administration matters.

Training and developing junior staff.

Maintaining a highly relevant understanding of policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

Actively engaging in risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.

Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of your Clients activities and structures.

Working with the Client Group to complete new business documentation and onboard.

Preparing accurate minutes for Client entity transactions.

Charging time daily and accurately in PlainSail.

Meeting chargeable time targets.

Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.

Completing of periodic Client Risk Assessments.

Representing the Group and attending seminars, presentations and events as appropriate.

Taking responsibility for own personal development, including meeting necessary CPD requirements, in line with agreed annual performance objectives.

Championing and actively modelling the Company  values and behaviours.

Key Qualifications, Skills, and Abilities Required for the Role

Capable of registration as a Category B Employee under the JFSC Trust Company Business Code of Practice

Schedule 1:

At least three years relevant experience; and Table 4 qualification - https://www.jerseyfsc.org/industry/guidance-and-policy/professional-qualifications-

Or

At least five years relevant experience; and

Table 5 qualification - https://www.jerseyfsc.org/industry/guidance-and-policy/professional-qualifications-

Proven experience in a client engagement management role.

Strong task and diary management skills with a focus on task completion and delivery.

Sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

An ability to recognise and mitigate potential risk situations.

Excellent interpersonal skills with the confidence to approach people at all levels of seniority.

An enquiring and analytical mindset.

High level of accuracy and attention to detail.

High standard of oral and written communication skills.

No Sponsorship - must be Jersey Resident