Careers

Corporate Client Portfolio Manager - Isle of Man

Our Isle of Man office is seeking a Corporate Client Portfolio Manager, a full job description can be found below.

Industry experience at a CSP with a minimum of 5 years' experience at senior administrator level or above is essential.

JOB DESCRIPTION

Job Title: Client Portfolio Manager

Line Manager: Head of Fiduciary Operations

Summary of Position: To administer a portfolio of complex client entities, act as line
manager to a small team of company administrators and ensure
all work is carried out competently to a high professional
standard by providing technical assistance and guidance to team
members. Act as relationship lead for team’s portfolio of cases
and to be contactable occasionally out of normal business hours
to deal with specific time-sensitive matters.


Key Duties and Responsibilities:

This list of duties is not exhaustive and may change from time to time according to business needs.

 Administration of a selective portfolio of complex client companies and trusts and ensure that all
client queries are dealt with in a courteous, timely and professional manner.

 Oversee output from team members from a quality control and technical accuracy perspective
to ensure that all client work is efficiently handled with a high degree of client care and
attention. Promote and develop a culture of high-quality client care within the team. Assist and
provide guidance to team members in respect of more complex client requests and act as
relationship lead for the team’s portfolio of cases. Attend client meetings pertinent to the team
and ensure accurate records are kept.

 Ensure that work is allocated appropriately based on skills, strengths, experience and risk.
Ensure sufficient cross-over and support between team members by exploiting different levels
of experience and knowledge to provide the best possible service to clients.

 Ensure a balanced workload between team members and that work is prioritised correctly and
deadlines are met. Oversee the maintenance of task lists to ensure that all ongoing matters are
diarised for appropriate follow-up.

 Ensure all electronic records and files for the team’s client entities are fully up to date in
Viewpoint and Laserfiche and that any physical files are maintained in accordance with company
policy.

 Demonstrate familiarity with each team member’s portfolio by having an awareness of
important tax and other structuring related matters and ensure these are understood,
implemented and fully documented on the appropriate files so the information is readily
available and accessible to all relevant staff members.

 Ensuring that appropriate supporting documentation is held for all transactions where we
provide directors and/or bank signatories and that we have a full understanding of such
transactions. Ensuring that records are obtained and/or maintained by team members to aid in
the preparation of accounts by Client Accounting.

 Maintain an understanding and awareness of all services offered by the company as well as all
internal policies and procedures, due diligence requirements and anti-money laundering
provisions and ensure adherence to the same by team members and be sufficiently competent
to advise clients of our requirements.

 Reporting regularly on the progress of any allocated projects or other pertinent matters
affecting client service levels or regulatory matters.

 Encourage the building of sustainable relationships with clients through more open and
proactive communication in order to identify and understand client needs. Working with team
members to cross-sell services where possible by considering how the value-added will help
meet those client needs.

 Primary point of contact for clients for new matters pertinent to the team’s overall portfolio of
client companies. Work closely with clients and other teams to ensure the proper on-boarding
and management of new client companies and relationships. Manage client expectations from
the outset of relationship to ensure the smooth transition of any new business allocated to the
team.

 Responsibility for reviewing timesheets to ensure accurate and timely completion, monitoring
billing and time charges within team, recovery of fees within agreed payment terms and
assessing performance against targets to ensure team members are operating at maximum
efficiency and effectiveness.

 Responsibility for ensuring that file reviews are carried out to an appropriate technical standard
within deadlines in accordance with the overall risk rating and ensuring that all client and
company files are maintained in accordance with internal and external expectations and
obligations.

 Maintain Key Staff status with the Financial Services Authority and to act as director on client
companies, as signatory on in-house companies and operate client company bank accounts as an
‘A’ signatory in accordance with company policy.

 Identify staffing needs for the team as a whole and active involvement in the selection,
recruitment, induction and training of new team members.

 Identify training, development and coaching needs for self and team members and provide
access to training or other development opportunities. Maintain technical competence for self
and team members in line with company and regulatory requirements.

 Conducting team members’ annual performance reviews. Agree competencies and behaviours
required for team members to achieve objectives with appropriate follow up and monitoring of
progress and providing feedback as necessary. Manage under-performance issues with a view
to ensuring competency is reached. Manage career advancement expectations in line with
capabilities.

 First point of reference for dealing with any concerns expressed by team members in relation to
specific tasks or broader company or employment matters. Provide advice, support and
guidance on technical and general company policy matters.

 Approve or decline requests for holidays, time in lieu, overtime, etc. in accordance with
company policy and ensuring that such matters are passed to the relevant person for recording
or action as required. Arrange appropriate cover as and when necessary, in times of holidays or
other absence.

 Arrange and attend return to work interviews with staff as appropriate and in accordance with
company policy on sick leave. Monitor sick leave or other unplanned absences, identify and
discuss any attendance issues with team members and ensure these are dealt with
appropriately.

 Maintaining an awareness of study debt or any salary deductions to be made that have been
approved and agreed with the relevant team member.

 Attend relevant events or conferences to promote the company and its services as required

Your Specialist
James Pendleton
Head of Fiduciary Operations
Contact me

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