Client Officer – Private Clients

Role Summary

To perform specialist functions on own allocated caseload, guided as appropriate by a line manager, providing a quality service to meet the needs of both the client and the business.

Key Responsibilities

  • Perform specialist functions on own allocated caseload, only referring unusual or more difficult problems when necessary.
  • Enhance and maintain client relationships for own caseload, ensuring a quality service.
  • Plan and prioritise own workload and that of immediate colleagues to ensure that target/deadlines are achieved.
  • Ensure that client requests are dealt with in accordance with the firm’s service standards
  • Train/work with less experienced colleagues in the performance of tasks and procedures in given specialisation.
  • Contribute to the appraisal of more junior colleagues in unit.
  • Build and maintain own technical knowledge in order to keep up to date and relevant.
  • Be proactive in recognizing and pursuing opportunities for improving procedures and controls.
  • Ensure all book-keeping is completed in accordance with the guidelines in the DPPM.
  • Ensure reconciliations on client base are completed in accordance with the guidelines in the DPPM.
  • Record time spent on different client matters accurately.
  • Ensure quotes are provided to clients (in accordance with the firm’s standard tariff) for standard tasks.
  • Ensure quotes are agreed with the manager for any bespoke or unusual transactions and that clients are kept appraised of the WIP.
  • Ensure productivity target achieved on a regular basis (with Manager approving any exceptional requests).
  • Ensure invoices on own client base are raised in accordance with the firms billing cycle as detailed in the DPPM.
  • Ensure activities are used, monitored and actioned in a timely manner for self and any ATO’s working on caseloads.

Skills / Experienced Required

Suggested Performance Measures

  • The accuracy, volume and timely completion of personal work and that of immediate colleagues.
  • Client satisfaction.
  • Effectiveness in training less experienced colleagues on specific tasks in given specialisation.
  • Flexibility in role.
  • Proof of working on own initiative.

To learn more or apply, get in touch with our HR team.