Client Excellence Manager (Isle of Man)

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

What’s In It For You

• Competitive salary
• Hybrid working  
• Private Pension Plan 
• Private Medical Insurance 
• Annual Salary Review
• Bonus

Purpose of the Role

Join a team at the heart of the client experience, acting as the critical link between our clients, service teams and regulators. You'll use data, insight and your expertise to proactively improve client outcomes, solve complex challenges and influence service excellence across the business. Working with stakeholders globally, you'll help shape processes, drive continuous improvement and ensure clients receive the high-quality service Ocorian is known for.

Key Responsibilities

• Lead, coach and develop the local Client Excellence Team.
• Drive delivery of the Client Excellence strategy and continuous improvement initiatives.
• Partner with stakeholders across the business to enhance client experience and service quality.
• Provide expert guidance on onboarding, client lifecycle management, AML/CFT and regulatory requirements.
• Use data, feedback and risk insights to identify issues, drive resolutions and improve outcomes.
• Oversee key governance, compliance and client review activities.
• Champion a proactive risk culture and support effective risk management across the office.

#LI-BF1 #LI-Hybrid

Knowledge, Skills and Experience 

• Experience within corporate, fiduciary, fund or financial services.
• Strong understanding of AML/CFT, client lifecycle management and regulatory requirements.
• Excellent stakeholder management and communication skills.
• Ability to influence, drive change and improve operational processes.
• Strong risk awareness with a proactive, solutions-focused approach.
• ICA or similar professional qualification desirable.

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.