Senior Client Manager - Corporate Services

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 (3 days per week in office with Tuesday as an anchor day)
• Discretionary Bonus 
• Annual Pay Reviews
• Flexible working hours
• Pension 
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Purpose of the Role

• Acting as the senior lead for a diverse portfolio of clients, demonstrating strong commerciality and excellent relationship management skills in order to meet financial targets.
• Provide company secretarial services to a designated number of the most complex clients, ensuring best practice delivery of corporate governance and company secretarial principles
• Convene, attend and take minutes at board meetings, recording discussions and decisions, drafting accurate minutes.
• Liaise with Board members and other relevant parties in respect of meeting arrangements and compliance with formalities.
• Ensure that relevant resolutions are passed to comply with statutory requirements and to create corporate statutory records and set up on statutory system for new entities or entities whose administration is transferred to Ocorian.

Main Responsibilities 

• To deal with day-to-day administration tasks associated with the portfolio of clients and to assist on other team members clients where required.
• To assist the Associate Director in ensuring that team workloads are completed to the highest possible standards, within the agreed timescales and that the objectives of the team are fulfilled.
• To ensure billing and debt collection is carried out effectively and in a timely manner.  In liaison with the Associate Director and Director to negotiate fees to the mutual satisfaction of Ocorian and clients.
• To extend knowledge of the mechanics of company administration. To continue to develop anti-money laundering and regulatory issues, including completion of CDDA for own clients. To understand and be competent using AML policies and procedures.
• To ensure workload is completed to a standard acceptable to the Associate Director, and within agreed timescales. To achieve objectives set both by senior members of staff and during the appraisal process.
• To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients.

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Knowledge, Skills & Experience

• The post holder will have an enhanced level of technical knowledge, to include a relevant professional qualification (e.g. ACCA Intermediate level, CGI Diploma, CIB, STEP Diploma) together with approximately 8 years experience at senior administration level in the offshore industry.
• Excellent organisational and client management skills, together with a full 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.
• Strong skills to include a high level of integrity, excellent written and oral communication skills, and the ability to multi-task.
• Good time management skills, together with an ability to develop 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 business development opportunities.
• Understanding of Ocorian’s strategy and polices, and detailed knowledge of compliance and technical issues to enable the post holder to act as role model for peer group and junior staff.
• To ensure the achievement of a minimum of 25 hours per year relevant CPD.

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.