Client Services Director

The job holder will act as a client Director on specific client cases providing advisory and fiduciary services in accordance with the relevant Client Services Agreement and the various laws and regulations. This Director will have a focus on new business development and creating new and enhancing existing client relationships.

KEY RESPONSIBILITES

• Supported by the Administration teams, proactively oversee the day to day management and administration of a portfolio of client entities
• Providing supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary
• Ensuring that financial targets in terms of chargeable hours, recovery rates and debtors are met, both personally and at team level
• Maintaining and building good relationships with clients and intermediaries through quality service and participating in industry-relevant events. This includes promoting this ethos within the wider team
• Sharing historic client knowledge with employees, ensuring they are in the best shape to management all client relationships
• Proactive invoicing of fees and debt management
• Ensuring administration procedures are followed/implemented in accordance with the Procedures Manual
• Attendance at Management and Risk Committee meetings as requested
• Assisting with employee development/mentoring, performance management and contributing to their technical and practical training requirements
• Helping to foster good relations between leadership and employees by demonstrating an open communication ethos
• Maintaining awareness of all Group and local staff policies and procedures, and demonstrating professional standards at all times
• Ensuring that all AML and compliance regulations are complied with to the extent required by your role
• In partnership with the Commercial Office and Marketing, drive business development strategies where applicable. Developing regular contact with prospective clients and intermediaries to promote and capitalise on business opportunities
• Ensuring that the client portfolio is properly maintained and developed, with clients being met (either virtually or in person) on a regular basis
• Working closely with the Board of Directors, in particular the Deputy Managing Director, on the strategic direction of the administration function of the business
• Identifying potential acquisition targets
• In all aspects of your role, display and adhere to HFL's Values

Line Management Responsibilities

• Guide, support, encourage and develop team in line with the People Management Framework

General Responsibilities

• To complete and input time in the time billing system on a daily basis
• Any other duties/projects as may be required from time to time in accordance with the demands of the role

KEY COMPETENCIES & SKILLS

• Holds a relevant professional qualification e.g. STEP, ICSA
• Minimum 8 years post qualifying experience in the fiduciary sector or at least 10 years industry experience
• Excellent understanding of fiduciary services business including detailed knowledge of the regulatory framework
• Ability to work under pressure and prioritise workloads
• Positive attitude with problem solving ability - we don't have problems, only solutions!
• Proven leadership qualities
• Proactive and an execution mindset
• Strong management skills and a proven track record in successfully managing a team