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TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all
The senior client officer will provide a high-quality administrative service to a diverse portfolio of private and corporate structures with timeliness and efficiency.
- Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
- Ensure that clients are dealt with in a professional manner
- Identify and raise technical issues and potential problems with Line Manager
- Undertake a variety of banking, investment and financial transactions within the job holder’s authority
- Meet productivity target and input timesheet daily
- Control debtors to the level determined by Line Manager and minimize credit notes issued
- Be able to demonstrate and awareness of risk management
- Meet CPD target
- Understand TMF Code of Conduct and values
- Provides guidance on basic tasks to colleagues in immediate team
- Manages personal workload effectively
- Responds to and anticipates client needs in a timely and professional manner
- Listens actively, considers people’s concerns and adjusts own behaviour in a helpful manner
- Consistently strives to provide a quality service
- Implements the necessary steps of the service process
- Handles complaints and difficult customers in positive and effective manner, considering global and cultural differences
- Takes responsibility for obtaining and sharing required information with others
- Works with more junior members of the team with the view to assist with their ongoing development
- Understands clients, identifies their needs and creates positive first impressions
- Has a good understanding of technicalities of own role
- Promptly and efficiently completes work assignments
- Good understanding of how immediate team interact with other teams in function to deliver results
- Attend client meetings and prepare clear and concise meeting notes
- Makes informed judgements and decisions based on practice and precedent
- Decisions will be made within defined limits of authority
- Has a basic understanding of the TMF Groups' service lines and TMF is structured.
- Reviews non-complex work undertaken by more junior team members
- Informally manages expectations of more senior colleagues infrequently
- Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
- Able to deal with difficult situations in a calm and diplomatic way
- Takes ownership of particular clients to ensure a consistent level of service
- Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
- Makes it a priority to be accessible and responsive to customers
- Build rapport with clients and use body language and voice techniques effectively
- Evaluates and reports back on client service levels
- At least 5 years of relevant experience in fund administrative
- Degree in legal, administration or corporate governance or similar
- Good technical knowledge of trust & corporate administration, investment and tax issues
- Able to supervise/mentor trainee and/or administrators
- Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook)
- Fluent in both written and spoken English.
- An exciting opportunity in an international company
- Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy
- A career within an ever evolving market
- Flat hierarchies with direct contact to management and international exchange
- Want to know more about a career with TMF Group? Watch this video: