Overview
Join to apply for the Client Director - Fund Services (Mat Leave) role at ACCA Careers.
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.
What’s In It For You
* Competitive salary
* Globally hybrid working model
* Flexible working hours
* Private Pension Plan
* Private medical insurance
* Annual Salary Review
* Dental Plan
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, veteran status, neurodiversity or disability status.
Job Description
Purpose of the Job
* To work as part of the Director team in the management of the Jersey Funds Service Line, taking responsibility for overseeing a team of Administrators responsible for the day-to-day delivery of client services to a portfolio of fund clients, regulated and unregulated structures, including supporting the on-boarding and off-boarding of business when required.
* To work with the management team to develop and implement business strategies to support the growth and expansion of Ocorian's business. To support the Directors in meeting Service Line Revenue/GP targets and drive the financial performance of the Service Line by monitoring, managing, and reporting on team and individual KPIs to achieve Service Line annual billings, collection targets and budgets.
* Together with the Directors, take operational responsibility for the teams within the Service Line, acting as a role model and ambassador for Ocorian by instilling a positive, high-performance culture across the Service Line to attract, recruit and retain the best people.
* In conjunction with the wider business to take the lead in originating new business opportunities.
Main Responsibilities
Client
* Responsible for the administration and service for the entities under supervision, acting as the main point of contact for clients, and developing business opportunities with them to extend services where possible.
* Coordinate the team to consistently deliver the highest standard of client service, including the completion of key client deliverables, meeting client deadlines, and liaison with other functional/team managers within Ocorian, Directors and external third parties.
* Act as a director on the boards of client companies and/or Ocorian's corporate directors and trustees, as required, and act as alternate to some Director-held Directorships.
* Develop positive and long-lasting client relationships between client contacts, their advisors, and intermediaries.
People
* Monitor, manage, motivate, recruit, and develop staff, including ongoing training and performance management.
* Act as a role model by embodying the Ocorian values and behaviours.
* Promote excellence by embedding the Ocorian Performance Management framework across the Service Line, setting clear objectives, mentoring, coaching, and managing performance.
Financial
* Manage the team’s fees to ensure billing is accurate and timely in accordance with client contracts, and that margins are maintained.
* Undertake fee reviews and participate in remedial actions where appropriate.
* Ensure Utilisation and Receivables targets are met.
* Ensure client bills are raised and settled promptly to minimise aged debt, with proactive WIP management.
* Generate new business development opportunities and coordinate onboarding of new business where applicable.
Operational
* Take an active role in planning, development and implementation of the Service Line strategic plan and goals.
* Utilise technology to maximise service delivery and client experience.
* Ensure adherence to policies and procedures, manage risks, and address breaches or complaints promptly.
* Contribute to developing operational processes to improve efficiency and risk mitigation.
* Be actively involved in new client take-on.
* Provide expertise and guidance, including participation on committees and working groups.
Qualifications Required
* A minimum of 10 years operational experience in fiduciary administration/financial services, with at least 5 years in a management/senior management position, and a relevant professional qualification (lawyer, chartered accountant, chartered surveyor or ICSA).
* Experience of acting as a director on the board of client companies.
* Good knowledge of administration and relevant laws/regulations, with understanding of Jersey and foreign tax issues related to entities.
Competencies
* Strong technical skills in the relevant area.
* Excellent leadership and people management skills.
* Strong interpersonal and communication skills with clients and colleagues at all levels.
* Ability to work under pressure and meet deadlines.
* Proactive and solution-driven problem solver.
* Ability to work independently within corporate policies and procedures.
* Strong time management, organizational and IT skills.
Additional Information
Our Values
* We are CLIENT CENTRIC – Clients are at the centre of our world, and we provide expertise to meet their complex challenges.
* We are AMBITIOUS – We think globally and seize opportunities to delight clients and support colleagues.
* We are AGILE – We take initiative to keep things simple, efficient and effective.
* We are COLLABORATIVE – We ask questions and collaborate to win together.
* We are ETHICAL – We act with integrity and build trust through responsible actions.
For further information, and to apply, please visit our website via the “Apply” button below.
Seniority level
* Director
Employment type
* Contract
Job function
* Sales and Business Development
Industries
* Accounting
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr