Join our client as Associate Manager, overseeing corporate services, client relationships, compliance, onboarding, and team operations.  

Position Summary

Our client is seeking an Associate Manager - Client Services to oversee the day-to-day management of the Client Services function and support the Head of Client Services as deputy when required.

The role will focus on ensuring the efficient delivery of corporate, fiduciary and administrative services to a portfolio of international clients while maintaining compliance with applicable regulatory requirements, internal policies and service standards.

The Associate Manager will act as the primary operational escalation point for the Client Services team, review medium-complexity technical matters, supervise client onboarding and implementation projects, and support resource planning and operational performance initiatives.

Key ResponsibilitiesOperational Leadership

• Oversaw the day-to-day activities of the Client Services department.
• Monitored workflow allocation, team capacity and service delivery standards.
• Ensured timely completion of statutory, regulatory and client deliverables.
• Managed departmental work-in-progress (WIP) and followed up on outstanding matters.
• Chaired operational meetings and ensured action points were implemented.
• Identified operational bottlenecks and recommended process improvements.
• Monitored compliance with internal procedures and service level expectations.
• Acted as the first escalation point for operational and administrative matters.

Technical Review and Approval

• Reviewed and approved board and shareholder resolutions.
• Reviewed corporate governance and company secretarial documentation.
• Reviewed dividend declarations and corporate actions.
• Reviewed director and officer appointments and resignations.
• Reviewed constitutional amendments and annual meeting documentation.
• Reviewed routine regulatory submissions and compliance documentation.
• Reviewed banking and signatory mandate documentation.
• Reviewed client correspondence and advice notes.
• Reviewed business plans and onboarding documents.
• Reviewed CRS, FATCA and substance assessments.
• Referred complex, high-risk or precedent-setting matters to the Head of Client Services.

Client Relationship Management

• Maintained responsibility for a portfolio of key client relationships.
• Served as a senior contact for day-to-day client matters.
• Attended client and board meetings where required.
• Reviewed significant client communications prepared by team members.
• Ensured client queries were addressed professionally and within agreed timeframes.
• Resolved service delivery issues and client concerns promptly.
• Supported client retention and cross-selling initiatives.

New Business Implementation

• Led the operational implementation of newly approved business.
• Coordinated onboarding activities between Client Services, Compliance, Accounting and Banking teams.
• Monitored onboarding timelines and deliverables.
• Participated in client take-on meetings.
• Ensured all onboarding requirements were satisfied before activation of services.
• Assisted in preparing implementation plans for complex structures.

Risk, Compliance and Governance

• Promoted compliance with applicable legal and regulatory obligations.
• Monitored statutory deadlines and compliance requirements across client portfolios.
• Ensured periodic reviews were conducted in accordance with internal procedures.
• Identified operational and regulatory risks within client structures.
• Assisted with internal and external audits.
• Supported remediation projects arising from audit, compliance or regulatory reviews.
• Escalated material risks to senior management as appropriate.

Qualifications and ExperienceEssential

• University degree in Law, Finance, Management, Governance or a related discipline.
• Minimum 5-7 years' experience within the global business, fiduciary, trust or corporate services industry.
• Strong knowledge of:
  • Companies Act 2001
  • Financial Services Act 2007
  • FSC Rules and Guidelines
  • AML/CFT requirements
  • Corporate governance principles
  • Substance requirements
  • CRS and FATCA obligations

Preferred

• CGI/ICSA qualification.
• TEP qualification.
• Legal qualification.
• Previous people management experience.

CompetenciesTechnical

• Corporate administration
• Company secretarial practice
• Regulatory compliance
• Governance frameworks
• Risk management
• Client relationship management

Leadership

• Sound judgement
• Team leadership
• Coaching and mentoring
• Decision-making
• Stakeholder management
• Commercial awareness

Personal Attributes

• Strong attention to detail
• Excellent written and verbal communication skills
• Ability to prioritise competing deadlines
• Problem-solving mindset
• High degree of professionalism and integrity