Client Director

Our client provides trust, corporate and fund administration services. Their values; Hands-on, Accountable, Partnership Orientated, Passionate and Solutions-Driven, are embedded in their culture and they promote a flat structure with easy accessibility to senior management which is important in their open and friendly office environment.  

In addition, they operate a warm and friendly business where staff are encouraged to thrive.  Career and personal development are key to their people strategy and staff can take advantage of their generous professional training package which is market leading.

Principal responsibilities: 

• Management and direction of the client service teams for all Fund Services business and clients in Jersey;
• Director of Fund Administration Limited / member of the Fund Services Committee
• Together with the other Executive Directors, manage the Fund Services business in Jersey and devise and implement the strategy for the continued growth of fund services business;
• Liaise closely with the Global Head of Fund Services regarding financial performance, client / personnel matters and all other aspects of the business in Jersey;
• Act as a Director on client entity boards as required from time-to-time and appropriately manage resultant conflicts in accordance with policies;
• Be the relationship director for all clients, either through direct interaction with the key influencers within each client, or via oversight and direction of the relationship interaction where other staff have a relationship role;
• Act as an ‘A’ signatory
• Act as a point of contact for new business enquiries and liaise with Managing Director, Director of Fund Governance, Chief Operating Officer and Senior Managers to asses new opportunities, develop and write client proposals and subsequently establish and on-board new clients;
• Undertake periodic travel in support of existing clients or in pursuit of potential new clients or introductions;
• Oversee and direct the Jersey management function / their teams to ensure that all client requirements are identified and met and that all risks are identified and mitigated;
• Ensure the smooth and efficient handling of client affairs including review of the client service teams, quality control, absence cover, etc.;
• Organise and attend client service meetings from time-to-time to ensure that clients are receiving service levels as they expect and manage and resolve any points arising;
• Develop the staff within the Jersey office via on-job training, coaching and mentoring and effective staff appraisals, and ensure these attributes are also undertaken by the wider management function;
• Assisting the HR department in staff management including welfare, performance assessment, appraisals, training and development;
• Liaise with the Director of Risk to ensure Policies and Procedures are reviewed and amended as required providing input and guidance into devising new procedures designed to improve efficiencies;
• In conjunction with the Chief Operating Officer, ensure that all administration and system records are up to date and to a high standard;
• Liaise with clients, investment advisers, investment managers, custodians, legal advisers and internal and external auditors as required;
• Ensure procedures are implemented and standards met by all client facing staff;
• Liaise with the Director of Fund Governance to ensure the business undertaken and clients serviced all comply with regulatory requirements;
• Ensure that client billings and WIP management are carried out correctly by staff and contributing to the achievement of Fund Services targets; 

For more information on this opportunity, please get in touch today!