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Client Manager

Apply now Job no: 507211
Work type: Full time
Location: Jersey
Categories: Administration, Client Corporate Secretarial
Office Location: Jersey

KEY RESPONSIBILITIES:

 

  • Responsible for relationship management, the client experience, consistency, accessibility, growth and quality of service for a portfolio of clients
  • Responsible for the completion of all client-specific aspects of work
  • Provide review and quality control of the work of more junior staff
  • Act as authorized signatory for bank payments and client matters in accordance with signing limits
  • Responsible for all client static data and keeping client and entity profiles updated
  • Responsible for leading the onboarding of new clients as well as exiting clients, where applicable
  • Identify and optimise opportunities for business growth and development from the client portfolio 
  • Ensure client portfolios are administered in compliance with company and group policies and procedures
  • Attend meetings with clients and professional intermediaries, both locally and in other locations as necessary
  • Oversee the incoming and outgoing workflow of the client portfolio
  • Provide technical assistance to other staff
  • Achieve KPI’s in regards to client satisfaction scores, number of complaints, level of chargeability, cash collection and client profitability for the allocated portfolio
  • Good understanding of TMF Group and its products and services
  • Demonstrate an awareness of risk management
  • Meet productivity targets and input timesheet daily
  • Develop existing client and intermediary relationships including seeking opportunities for cross-selling TMF Group products and services

Proactive supervision of junior members of the service team including approval of timesheets, training requests, holiday requests, performance assessments, objective setting and appraisals

KEY KNOWLEDGE & EXPERIENCE:

 

  • Category “B” employee
  • Has 3 years relevant experience, AND holds a “Table 4” professional qualification as defined by the JFSC, OR
  • Has 5 years relevant experience, AND holds a “Table 5” professional qualification as defined by the JFSC.  
  • Strong familiarity and practical application of operating Jersey entities in accordance with Jersey company law and other relevant legislation.
  • Expertise in all MS Office packages.
  • Fluent in both written and spoken English

Advertised: GMT Standard Time
Applications close: GMT Standard Time

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