Vacancy Information

Reference ID	199947
Job title	Client Portfolio Manager	Number Required	1
Firm	Search and Select Recruitment Agency	Hours	Full Time
Address	1 Upper Church St	Duration	Permanent
Contact	Search and Select Recruitment Agency	Salary	To be advised
Tel No		End Date	24 May 2024
Number Required	1
Hours	Full Time
Duration	Permanent
Salary	To be advised
End Date	24 May 2024
Notes	Our client seeks a Client Portfolio Manager to joint their team. Role Profile: To administer a portfolio of complex client entities, act as line manager to a small team of company administrators and ensure all work is carried out competently to a high professional standard by providing technical assistance and guidance to team members. Key Responsibilities: Administration of a selective portfolio of complex client companies and trusts and ensure that all client queries are dealt with in a courteous, timely and professional manner. Maintain an understanding and awareness of all services offered by the company as well as all internal policies and procedures, due diligence requirements and anti-money laundering provisions and ensure adherence to the same by team members and be sufficiently competent to advise clients of requirements. Oversee output from team members from a quality control and technical accuracy perspective to ensure that all client work is efficiently handled with a high degree of client care and attention. Promote and develop a culture of high-quality client care within the team. Assist and provide guidance to team members in respect of more complex client requests. Ensure a balanced workload between team members and that work is prioritised correctly and deadlines are met. Oversee the maintenance of task lists to ensure that ongoing matters are diarised for appropriate follow-up. Ensure that work is allocated appropriately based on skills, strengths, experience and risk. Ensure sufficient cross-over and support between team members by exploiting different levels of experience and knowledge to provide the best possible service to clients. Demonstrate familiarity with each team members portfolio by having an awareness of important tax and other structuring related matters and ensure these are understood, implemented and fully documented on the appropriate files so the information is readily available and accessible to all relevant staff members. Attend client meetings and ensure accurate records are kept. Ensuring that appropriate supporting documentation is held for all transactions where we provide directors and/or bank signatories and that we have a full understanding of such transactions. Ensuring that records are obtained and/or maintained by team members to aid in the preparation of accounts by Client Accounting. Reporting regularly on the progress of any allocated projects or other pertinent matters affecting client service levels or regulatory matters. Encourage the building of sustainable relationships with clients through more open and proactive communication in order to identify and understand client needs. Working with team members to cross-sell services where possible by considering how the value-added will help meet those client needs. Primary point of contact for clients for new matters pertinent to the teams overall portfolio of client companies. Work closely with clients and other teams to ensure the proper on-boarding and management of new client companies and relationships. Manage client expectations from the outset of relationship to ensure the smooth transition of any new business allocated to the team. Responsibility for reviewing timesheets to ensure accurate and timely completion, monitoring billing and ... If you have the required skills please apply online at searchandselect.com quoting reference number: 14058

The JobCentre takes steps to monitor the accuracy and legality of all vacancies placed on our website, however the JobCentre cannot accept any responsibility or liability for the content of vacancies which employers place with us. If you have concerns about any positions advertised on this site please contact the employer, notifying us that you have done so.