Responsible for a set of corporate client relationships and manage day-to-day Service delivery needs, under the supervision of a Line Manager, in accordance with the departments’ Service standards and company policies and procedures.  

To proactively develop your existing client’s relationships and to support with your team’s client relationships.  

Purpose of The Role

• Appointed as Authorised “C” signatory for Vistra (Jersey) Limited, if required. 
• To support the Line Manager in all aspects of client Service delivery. 
• Manage ongoing contractual relationships and the operational delivery of Services to a varied client portfolio.  
• Serve as a primary point of contact for certain client relationships and intermediaries to ensure client satisfaction. 
• Manage the delivery of contracted Services to clients to ensure timely and effective client care. 
• Review of legal and tax advice where appropriate to client portfolio and be able to interpret and implement, as required. 
• Ability to prepare board packs for client meetings, as required.  
• Monitor and complete actions in accordance with team’s diary system and workbook to ensure all deadlines are recorded and subsequently met. 
• Ensure all work performed is invoiced accurately and in line with client contracts, with a strong emphasis on recoverability, working in an efficient manner so to minimise write-offs across the team and maintain KPIs. 
• Assist with the distribution of invoices and the settlement and recovery of outstanding client debt. 
• Assist with the profitability and financial performance of the Service, achievement of revenue & EDITDA (earnings before interest, taxes, depreciation, and amortization) targets for the Service. 
• Ensure the team builds and maintains strong relationships with clients and  intermediaries as well as other teams. 
• Ensure you maintain the appropriate level of technical expertise, qualifications, and experience to provide the Service and ensures this remains up to date through CPD.  
• Professional knowledge is up to date. 
• Where appropriate and in consultation with Line Manager, be aware to promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the Line Manager of Sector Head.
• Support Line Manager in all aspects to ensure improvement of total Service delivery to clients.
• Strong skills in relation to drafting board or trustee minutes.
• Ability to review and interpret general contractual documents (deeds, agreements etc.).
• Ability to review and interpret financial statements.
• Ensure clear and effective communication with department, colleagues and clients.      
• Adhere to Risk and Compliance procedures in relation to regulatory and AML legislation.
• Introduction and supervision of risk awareness at all levels in the business unit.
• Communicates in such a way that team and colleagues are energised and motivated.
• To participate and be involved in both regional and group initiatives and projects relevant to the Service, where appropriate.
• Promote the Vistra policy and values (internal/external). 

Essential Skills

• Accuracy and attention to detail. 
• Ability to work to deadlines and at times, under pressure, with the support of Line Manager. 
• Ability and willingness to work on own initiative. 
• Team player. 
• Strong written and verbal communication. 
• Customer Service oriented with a passion for consistently exceeding client expectation. 
• Sound knowledge of software packages, i.e. Microsoft Office. 
• Sound knowledge of relevant regulatory requirements and AML standards.  
• To live and breathe Vistra Values. 

Professional Qualifications

• Ideally 3 years relevant experience. 
• Ideally to hold JFSC Table 5 qualification or studying towards a Table 5 qualification.  

Education

• Relevant professional qualification, ideally A level or equivalent.