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Client Services Director (O911479)


Accounting & Finance

Salary DOE plus benefits package

Full time / Permanent

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Job description


Our Douglas-based Accounting & Advisory Client are expanding its executive team to help manage an expanding customer base and organic workload growth. To support this, they are seeking an experienced Client Services Director.

Job Purpose

To ensure delivery of a consistent high-quality service in line with regulatory and legislative frameworks to contribute to the sustainability and profitability of the business.

You will lead the client service team, inspiring them to achieve objectives, manage performance and enabling a culture of high performance, accountability and service excellence ensuring delivery of strategic objectives.

Role Profile

  • Identify new opportunities to grow the business either organically or by acquisition
  • Deal with all new business enquires
  • Oversee the management of the fiduciary teams and clients to ensure they receive a high standard of service at all times
  • Ongoing review maintenance of staff procedures and processes
  • Manage the fiduciary services team with a hands-on approach, ensuring objectives and budgets are met
  • Manage the ongoing risk assessment process for client reviews
  • Maintain professional standards and self-development of the team

Managing a portfolio of Clients

  • All professional work is to be carried out in accordance with the guidelines set out in the company's practice and staff manuals and in compliance with relevant local legislation
  • Delegate work where appropriate to the fiduciary team and ensure that work is performed to the required professional standard and to review the work performed
  • Execute assignments in a timely and efficient manner having regard to budgets previously agreed with a director
  • Ensure that the firm's professional standards are adhered to
  • Maintain communication with all other members of the firm involved with each client
  • Act as bank signatory on all client accounts
  • Ensure clients' statutory records and minute books are properly maintained and that all relevant filings including tax are made at the appropriate time
  • Manage key client relationships

FSD Administration

Ensure all fiduciary service department functions are carried out on a timely basis to a high standard and that appropriate charges are made to and collected from clients including overall responsibility for the following:

  • Keeping all manuals and procedures updated as well as defining and implementing a business development strategy to grow the fiduciary client base
  • Maintain the integrity of the Viewpoint database to enable the production of accurate lists of appointments when required. Liaise with the supplier to ensure the system is maintained up to date and relevant upgrades are properly installed
  • Train users in Viewpoint and establish and maintain appropriate access controls
  • Accept appointment as director or secretary on client companies where agreed with an FSD director
  • Report quarterly to the directors on number of new business acquisitions and losses
  • Review on at least an annual basis the job descriptions of the Fiduciary team with them and prepare new job descriptions for agreement as well as carrying out appraisals
  • Review monthly reports for all clients assigned to FSD staff with the relevant staff and ensure that statements or reminders are sent timeously, that bad debts are identified and notified to the FSD directors that provisions are made for doubtful debts as appropriate and that there are justifiable reasons where no action is proposed. A full review to be carried out at least quarterly and the directors briefed regularly during the process

Deputy Money Laundering Reporting Officer (DMLRO)

  • Act as Deputy Money Laundering Reporting Officer for the whole firm

Professional Standards

  • Keep up to date with current Isle of Man and UK legislation: read internal circulars and emails
  • Identify self-development courses and continue professional education wherever possible
  • Maintain client confidentiality at all times

Person Profile

  • Relevant Professional Qualification, STEP, ICSA or ACCA
  • In-depth knowledge and a minimum of 10 years' experience of offshore financial services, technologies and regulatory environments
  • Excellent leadership and management skills
  • Effective influencing skills and an ability to lead within own functional area
  • Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others

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