Main Responsibilities
- Lead and manage a portfolio of corporate clients, ensuring high-quality, timely, and compliant service delivery while maintaining strong client relationships and identifying opportunities for business growth.
- Oversee day-to-day operational activities, including workflow management, time recording, invoicing, cash collection, client communications, board meeting administration, and maintenance of accurate client records and documentation.
- Ensure compliance with internal policies, procedures, governance requirements, and regulatory obligations, including file reviews, bank transaction monitoring, audit readiness, and timely resolution of risk and compliance actions.
- Act as the primary escalation point for client matters, proactively resolving issues, managing expectations, and delivering exceptional client service.
- Identify and pursue upselling, cross-selling, and new business opportunities, including leading fee discussions and other commercial conversations where appropriate.
- Lead, coach, and develop a high-performing client services team through effective workload planning, performance management, training, mentoring, and knowledge sharing.
- Foster a collaborative, accountable, and client-focused culture that promotes operational excellence, continuous improvement, service quality, and employee wellbeing.
- Build strong relationships with internal and external stakeholders to enhance service delivery, improve efficiency, and achieve business objectives.
#LI-DR1
#LI-Hybrid
- Bachelor's degree in Business, Law, Finance, Accounting, Management, or a related field.
- Master's degree or a recognised professional qualification (e.g., ACCA, CFA, CGI, ICSA, or equivalent) would be advantageous.
- 5-8 years of experience in Corporate Services, including experience leading, mentoring, or supervising a team.
Knowledge, Skills and Experience
- Strong client management and stakeholder engagement skills, with the ability to manage expectations, resolve escalations, and build long-term relationships.
- Sound knowledge of the Financial Services Act, Companies Act, Insurance Act, and Income Tax Act.
- Experience reviewing audited financial statements, shareholder agreements, and complex corporate structures.
- Strong commercial acumen, including exposure to billing, recoveries, profitability management, and identifying growth opportunities within client portfolios.
- Excellent leadership, coaching, and team development skills.
- Strong organisational and time-management skills, with the ability to manage multiple priorities and meet deadlines.
- High attention to detail and commitment to delivering quality, compliant client service.
- Proficiency in document management systems, client management platforms, payment systems, and workflow management tools.
- Excellent written and verbal communication skills with the ability to engage effectively at all levels.
- Proactive, solution-oriented, and capable of working in a fast-paced client-focused environment.
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.