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Manager – Client Services

  • Moka
  • 76,000 - 100,000
  • Permanent
  • Added 27/11/2024 
  • Closing 08/12/2024
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Our client, a prominent independent provider of institutional and private client services across various jurisdictions, is seeking a Manager – Client Services. This role is responsible for the administration of a portfolio of complex clients.

 

Role Overview
We are looking for a skilled professional to manage a portfolio of trusts, foundations, and companies while ensuring adherence to regulatory and legal standards. This role involves managing client relationships, onboarding new clients, and supporting administrators with complex client matters.

Qualifications and Experience

  • At least 5-7 years of experience in the Global Business Sector.
  • Professional qualifications such as ICSA or ACCA (or equivalent).
  • Strong communication and organisational skills.
  • Dynamic, self-motivated, and detail-oriented.

Main Responsibilities and Duties

  • Manage and deliver services for a portfolio of complex client structures.
  • Review and finalize financial statements within set deadlines.
  • Ensure compliance with AML legislation and regulatory requirements.
  • Attend client meetings and prepare relevant materials.
  • Support administrators with technical matters and escalate issues as needed.
  • Maintain accurate client records and documentation.

Visit www.sherecruits.co.za to view other vacancies.
Please consider your application unsuccessful if you have not heard from us within 1 week.
We will keep your details on file for future positions.

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