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Client Services Manager (O911193)

Isle of Man

Accounting & Finance

Salary commensurate with position and experience

Full time / Permanent

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Job description


Our Client is a forward thinking regulated Trust and Corporate Services Provider who operate in partnership with leading tax advisors, investment managers and law firms to provide a collegiate approach to families, entrepreneurs and investment professionals from across a range of industries, continents and cultures. They are now seeking a Client Services Manager to join their team.

Role Profile

  • To manage a portfolio of partnership and corporate structures holding a range of assets including real estate investments
  • To provide support and supervision to our team of administrators in their day-to-day work and for their development
  • To work closely with our client accounting, tax, compliance and statutory teams to ensure that all matters relating to our clients are addressed on a timely basis
  • To manage work-in-progress and ensure timely collection of debtors
  • To continue to develop all aspects of client management including: Corporate Governance, Compliance, Banking and Client relations

Person Profile

  • A minimum of 10 years' experience in the Trust and Company services sector
  • Holder of a relevant CSP qualification i.e. STEP, ICSA
  • Excellent organisational and time management skills
  • A professional manner, demonstrating good interpersonal skills
  • The ability to work well under pressure and to respond to clients' needs as they arise
  • The ability to produce work with a high level of accuracy and attention to detail
  • A positive approach with enthusiasm towards personal development and the desire to take on responsibility
  • An interest in financial services and business development

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