Client Take On, Project Manager (Jersey)

Client Take On, Project Manager (Jersey)

Our client is an international fund administration and accounting services firm established in 2007. Our client specialises in private equity, debt, and real estate asset classes.

Role Purpose:
Responsible for the onboarding of new businesses, liaising with both internal and external parties on various closing matters, such as CDD, tax, and legal documentation.
Coordinate corporate governance matters including, arranging board meetings, and updating client data systems.
Ensure overall delivery of the closing in accordance with the agreed timetable and that any matters arising are resolved in a timely manner.

Responsibilities:

• Ownership of the company closing process includes preparing a detailed plan to schedule key milestones, workstreams, and activities.
• Lead the onboarding of the new business, acting as the main point of contact for the client and other third parties, such as lawyers and tax advisers.
• Provide weekly updates (daily updates closer to closing dates) to the Senior Management Team on the status of the closing.
• Work collaboratively with the Head of Business Development, Client Directors, CDD, and Compliance teams to ensure that the timetable for closing is adhered to and that any matters arising are escalated on a timely basis.
• Work collaboratively with the client-facing accounting and admin managers to ensure a coordinated approach to the new business/client relationship and handover.
• Complete any required comprehensive reviews to ensure quality output.
• Focus on high-level issues for the team and initiate actions to resolve issues.
• Ensure all procedures, workflows, and systems are completed and/or updated, as appropriate, in a timely manner.
• Ensure compliance with statutory and regulatory requirements. Where events occur, addressing the root cause and working with appropriate colleagues to implement solutions.
• Produce a handover pack for client-facing teams, to ensure a smooth transition from the closing team to the client-facing team.
• Support additional ad hoc work when requested.

Qualifications:

• ICSA diploma/ACCA or equivalent.
• Established relevant experience.
• Strong technical knowledge of corporate and funds legislation and regulations.
• Self-led and accountable.
• Strong collaborator with a positive attitude.
• Excellent communication skills and ability to liaise effectively with clients.
• Proactive and responsive with the ability to drive the business forward.
• Good judgment and decision-making skills.
• Line management experience; able to lead and motivate staff.
• Strong analytical skills and a high standard of accuracy and attention to detail.
• Able to manage conflict situations confidently and discreetly.
• Able to multi-task whilst prioritising key responsibilities.
• Able to work independently, under pressure, and to deadlines effectively delegating with clear direction as appropriate.
• Able to develop and take on more complex tasks.
• High level of proficiency across Microsoft platforms.

Desirable skills:

• A-Levels minimum ABB or equivalent, degree qualified 2.1 or higher or equivalent.
• In-depth understanding of alternative investment structures.
• Previous new business onboarding and/or closing experience.
• Experience using viewpoint.