Director - Client Services

**DIVISION**:Private Client Services**

**DEPARTMENT**:Corporate and Fund Services**

**BUSINESS OVERVIEW**

We are JTC, an independent, award-winning provider of fund, corporate and private wealth services to institutional and private clients.

Established in 1987, we now have over 900 people working across our global network, with assets under our administration totaling over US$130billion. The principle of making all our people owners of the business through shared ownership is fundamental to our culture and aligns us completely with the best interests of our clients.

**ROLE OVERVIEW AND PURPOSE OF JOB**

PURPOSE OF JOB

The primary function of a Director
- Client Services is to oversee all aspects of the client relationships and remain responsible in establishing practices & policies and management reporting.

**KEY ACCOUNTABILITIES**
- Lead communications at senior levels with client personnel and investment professionals.
- Strive to provide best in class service to our clients, always seeking ways to improve and automate workflow and processes.
- Business development role, both in support to existing BD resources and in seeking new leads with the fund managers.
- Be accountable for the legal entity P&L
- Act as director to the legal entity and ensure compliance all regulatory and legal obligations
- Oversee the supervision of fund accountants and fund administrators to ensure that the team fosters a culture of continuous improvement.
- Participate and lead projects across the funds, family office department, in particular those which look to mitigate risk, improve operational efficiency and deliver exceptional client service.
- Demonstrate deep knowledge of fund structures and show proficiency in accounting for complex transactions, understanding investment fund legal documents and guiding the team in implementing best practice.
- Set individual and team targets and priorities, maintain high standards of client service.
- Has broad scope of decision-making ability which affect the relationships being managed.
- Responsible for managing personnel, including training, performance, and salary reviews recommendations, as well as hiring and staff recommendations.
- Involved, along with the seniors, in establishing practices and policies within the Client Service area and for assisting team with management of a significant portion of client relationships.
- Functions as a co-lead contributor with advanced knowledge of area of specialization.
- Ensure self and team anticipates, monitors, actively manages and reports all risk and compliance issues, breaches and suspicious activities.
- May attend trade shows & industry educational conferences. May join, attend and participate in affiliate organizations necessary to build rapport with ancillary professionals to strengthen company’s market presence which ultimately leads to increased transactions.
- influence decisions that have impact on company revenues and assets.

**ROLE REQUIREMENTS**

ESSENTIAL REQUIREMENTS
- Minimum of 10 years of client service experience
- Minimum of 10 years’ experience in management of employees
- Experience and consistent track record of working towards different fund jurisdictions - such as Mauritius, Cayman and the BVI
- Bring that expertise to the table for new client prospects and discussions to meet client objectives
- Extend the learning and knowledge of dealing with the regulatory and compliance requirements to the funds and fund managers for on-going administration and investor communication. Keep abreast of all regulatory changes from time to time regarding the VCC Act,
- Proficient with Microsoft Office: Word, Excel, Power Point, Viewpoint, InvestOne and Pure Funds
- Must possess the ability to focus on accountability, action and outcomes to ensure solutions meet and/or exceed client needs; ability to build and contribute to high performing teams by the development of self and others
- Demonstrate technical, professional and organizational expertise and continuously strive to grow and maintain this knowledge
- Ability to proactively respond and adapt to change on a personal and professional level
- Support and influence strategies to support business transformations and enhancements to current practices
- Exercises judgment within defined procedures and practices to determine appropriate action
- Ability to handle varied levels/complexities of client contacts and issues
- Ability to identify and understand client needs and proactively present issues of concern that impact the client to management
- Ability to mentor/educate staff on developments relating to the business and the corresponding implication
- Strong attention to detail, self-motivated and able to multi-task Ability to work under pressure and/or meet deadlines throughout the day
- Team player and professional
- Strong organizational and communication skills
- Experience in effectively leading teams and driving operational efficiencies
- Represents the fir