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Estera

Senior Client Manager

Fund Services [FADM] – St Helier, Jersey
Department Fund Services [FADM]
Employment Type Permanent

BASIC FUNCTION:

To manage the day-to-day administration of a varied portfolio of more complex fund structures and to maintain a wide and detailed knowledge and understanding of fund administration generally, to include money laundering, compliance and relevant legislation, and the direct supervision of the team. To Work with Associate Directors and Client Directors to promote Estera’s fund capability and develop relationships with key referrers of business.

This is a senior position requiring the post holder to work autonomously, whenever necessary, with the ability to support the team and senior employees to ensure workload is completed accurately, effectively and efficiently.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • Deal with the day-to-day administration of a varied and complex portfolio of fund structures, and to maintain wide knowledge and understanding of administration generally, to include money laundering, compliance and relevant legislation.
  • Absolute compliance with KYC procedures and to maintain and document a detailed knowledge and understanding of each structure.
  • Ensure that team workloads are completed to the highest possible professional standards, within the agreed timescales and that the objectives of the group are fulfilled without risk to the firm or clients.
  • Manage the team and to seek views of all team members prior to decision-making; to include the definition of team roles and responsibilities, delegation of workloads and the development and support of each team member.  This includes training guidance, career development and the maximisation of potential.
  • Be an ambassador for integrity and the highest standards of corporate governance and attention to detail.
  • Seek to provide innovative and practical answers to client queries, being alert to time sensitivities, commercial concerns, risk/regulatory/ legal requirements, and technical accuracy.
  • Develop close working relationships with relevant clients and contacts and to strengthen key relationships through regular contact. 
  • Effective management of the team and analysis of their resulting performance including revenue and collection, budget forecast and variance to budget.
  • Ensure billing and debt collection is carried out effectively and in a timely manner. 
  • To be alert to new business opportunities and to maintain a broad general knowledge of issues affecting the offshore industry, and be able to apply this knowledge in developing new and existing business.
  • Attend marketing events and seminars organised by intermediaries, whenever appropriate and possible.
  • Support Estera’s strategy, demonstrating the ability to generate innovative operational ideas and constructively challenge the status quo.
  • Represent Estera and demonstrate our vision and core values.
  • Act as an authorised signatory in accordance with policies and procedures.
  • Ensure the achievement for each team member of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading).
  • Ensure that CPD records for the team are maintained and updated regularly and are accounted to HR on a regular basis.
  • Any other such duties that might be reasonably required for this role.

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

  • An enhanced level of technical knowledge, to include more complex areas of Jersey fund regulation, investment products, asset management, accounting, law, and legislation.
  • A relevant professional qualification (e.g. ACCA Intermediate level, ICSA Diploma, CIB, STEP Diploma) together with experience in the offshore industry and experience in a supervisory role.
  • Excellent organisational and client management skills, together with a good working knowledge of current company and trust legislation, and the local regulatory environment.  This includes a high level of awareness of risk factors and compliance procedures.
  • Professional manner with the ability to relate to persons at all levels, and to identify clients needs, responding to these quickly and effectively.
  • Supervisory skills to include high level of integrity, excellent written and oral communication skills, and the ability to multi-task.
  • Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial management issues.
  • Good interpersonal and communication skills, essential to maintain and develop strong relationships with existing and potential clients, coupled with a strong awareness of marketing opportunities and flexibility to attend after-hours functions where relevant.
  • Reasonable knowledge and understanding of Estera’s strategy and policies, and detailed knowledge of compliance and technical issues to enable you to act as role model for peer group and junior staff.
  •  CPD is a compulsory requirement.
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  • Location
    St Helier, Jersey
  • Department
    Fund Services [FADM]
  • Employment Type
    Permanent
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