Corporate Trust Client Manager at U.S. Bank developing and maintaining relationships with affordable housing clients. Responsible for managing the value of these relationships and ensuring quality service.
About the role
- Client Manager in Business Advisory team handling owner-managed clients with a focus on compliance and integrity. Requires ACA or ACCA qualification and experience in practice setting.
Responsibilities
- You will manage your own time and priorities
- Track and analyse your own productivity
- Develop and manage your own portfolio of owner managed clients within a practice setting
- Ensure that advice is compliant, timely, proportionate, and delivered with integrity to clients and peers
- Support your ongoing development and assist others with theirs in return
Requirements
- Qualified in ACA or ACCA
- Proven experience in managing a portfolio of clients, delivering a first class service and maintaining excellent client relationships
- Experience of working in a similar Practice environment
- You will enjoy building and maintaining client relationships
- The ability to coach and mentor junior members of the team
- Strong technical ability of Microsoft Office, have experience of Xero would also be desirable
Benefits
- Competitive starting salary
- 38 days holiday (including 8 bank holidays and 3 days Christmas closure)
- Option to purchase a further 5 days holiday
- Life Assurance up to 4x salary and contribution towards the Firm’s pension scheme
- Access to our health cash plan (Health Shield) day one, where you can claim towards your dental, optical, health and wellbeing expenses
- Access to mental health support
- Flexible working alongside a culture that promotes work life balance
- Commitment to continued learning & development
- Employee health and wellbeing program
- Regular social and informal events within the organisation
- A real sense of belonging to an exciting and progressive team who listen to your ideas
- Opportunity to participate in the Scrutton Bland Foundation, supporting the local community
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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