Address
Form of work
SalaryOffice: Jersey - Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locations
Department: Funds & Institutional
Responsibilities:
- Lead the team in fostering both a client service mentality and strong business development culture at all levels by personally demonstrating the cultural values of the business
- Take personal responsibility for a high value Client Portfolio
- Manage to the highest standard a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
- Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absences
- Adapting to changes in a productive manner and helping to foster a positive attitude within the team
- Actively contribute to initiatives to improve processes to drive operational excellence
- To administer a complex and varied portfolio of clients requiring a senior level of technical ability
- To provide support to junior staff within the team, the Senior Manager, the Client Services Director and senior management of the business
- Responsible for ensuring all business KPI's for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements
- Responsible for ensuring the team meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilization rates for staff, recoverability on fixed fee clients and pro-active management of debtor days and cash collections
- Actively lead the management of meetings with other areas of the business together with all aspects of team actions in respect of financial and operational initiatives and projects
- Responsible and oversight of the Team's Clients, the administration of client entities within the portfolio, the delivery of quality of service and profitability
- Provide technical support to Client Administration Teams in connection with their client structures and the execution of complex client transactions
- Manage the development of strong relationships with intermediaries linked to existing client book in order to generate new business
- Support the business with impact/risk assessment, in terms of constant changes in local and international regulatory and legislative requirements.
- Liaise closely with Team Members, ensuring any business opportunities are identified and followed up
- Participate in and actively support Client Service Directors and Fiduciaries with a programme of regular client and advisor visits (including attending such visits if required)
- Responsible for the take on of new business for the team and ensuring that new business is processed smoothly and efficiently
- Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
- Ensure staff receive any training required so that they are fully conversant with the Company's policies and procedures. Actively identify training gaps and address them in a timely manner.
- Participate in and actively support the CSD's / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan
- Together with any Senior Manager, responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Escalate these concerns to the relevant CSD in question together with an action plan to remediate to improve the profitability for any such client situations
- Identifying, interviewing and assisting in the recruitment of talented individuals
- Responsible for ensuring the career aspirations and development needs of any direct reports is managed by holding effective Everyday Conversations"
