We are looking on behalf of our client, a well established financial services company, for a Client Relationship Manager.
Duties:
- Act as the primary contact for Settlors, Beneficiaries, Protectors, Professional Advisors, and Lawyers regarding distributions to beneficiaries and additions to the trust fund, including properties and other assets.
- Manage the inclusion and exclusion of beneficiaries.
- Liaise with investment managers, banks, and investment houses on matters such as asset allocation, and the purchase and sale of shares, property, artwork, and other assets.
- Draft correspondence and documentation, including Trustee Minutes and Trust documents, coordinating with the in-house legal team to ensure review and approval prior to execution, maintaining a full audit trail.
- Prepare payment instructions and monitor their execution.
- Prepare trust administration instructions, including transfers of shares, agreements, powers of attorney, and company-related actions within the trust structure.
- Coordinate with banking, compliance, and accounts teams to obtain approvals for trust-related actions, such as opening accounts, adding beneficiaries, preparing accounts, and managing dividends.
- Monitor client assets and liaise with banks and investment advisors as needed.
- Communicate with clients and their advisers regarding service matters via telephone and email.
- Prepare and submit regulatory returns, including renewals where applicable.
- Maintain accurate client data within internal systems.
- Record and manage time spent for client billing purposes.
- Administer all aspects of trust takeovers and terminations.
- Report to Trustees to obtain approvals, liaising with accounts, advisors, and compliance regarding reporting requirements.
- Manage initial stages of debt collection and follow-up procedures.
- Assist the line manager with ad-hoc projects, such as long-term reporting and asset reporting for HMRC purposes.
Ideal candidate:
- Previous experience in building payroll client portfolios
- Previous experience in maintaining the monthly pay runs.
- Strong analytical skills
- Understanding of local employment and payroll legislation
- Knowledge of uploading all salaries to banking platform, to include ad hoc and revenue payments each month
- Familiar with the completion for yearend filings and all other associated payroll related filing requirements.
- Familiar with the principles of trust and company administration
- Ability to interact effectively with clients at all levels
- Suitably educated with a high standard of English and mathematics
- Experience in administering trusts and companies
- Ability to identify risks associated with client transactions
- Familiar with trust and company software
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