Head of Client Services

Head of Client Services

Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe, and the Middle East.

The Role

The Head of Client Services will drive the corporate, fiduciary, funds, and marine service lines forward as a key member of the leadership team. They will focus on ensuring that clients receive personal, reliable, and efficient service and that their expectations are met or exceeded with each interaction. This position requires 10 years of leadership experience and a proven track record of mentoring and developing talent. Ability to communicate with clients and colleagues is essential as is the ability to create readable and understandable reports. The ideal candidate will possess in-depth knowledge and experience of the corporate and fiduciary services industry in the BVI.

Responsibilities

• Engage all staff by providing leadership to enable the delivery of the company's business plan.
• Collaborate with the regional senior leadership team to lead the transformation and change of the business, ensuring it is aligned with the evolving regulatory framework and well-positioned to address these challenges.
• Ensure that new and ongoing projects are adequately documented, managed and implemented to achieve strategic outcomes.
• Set challenging and realistic key performance indicators for the company's different teams to enable the promotion and protection of the business.
• Manage outsourcing arrangements to ensure that they align with each country's regulatory and operational requirements.
• Develop training plans that cover both technical and business skills.
• Ensure that there is constant monitoring and measurement of operations to safeguard the efficiency and effectiveness of both internal and external processes.
• Generate management information for the board and senior team, showing progress against the projects.
• Empower and motivate all employees in the business by living the values and helping drive the culture of the company, ensuring all staff demonstrate these values.
• Engage in and actively maintain relationships with key clients, both internally and externally, and serve as a point of escalation when incidents or complaints arise.
• Take responsibility for employee training, ensuring both technical competence on the core platform of ViewPoint and the development of soft skills within the teams.

Experience and Skills

• Minimum of ten years experience in a senior leadership position within the financial services and customer relations industry with a proven record of success.
• Relevant Bachelor or Master degree preferred.
• Relevant professional qualifications. STEP membership would be an asset.
• Extensive knowledge of Trusts and Fiduciary arrangements.
• Able to communicate fluently in English and conversational Spanish would be an asset.
• Able to understand and analyse financial and operational performance metrics.
• Excellent communication and leadership skills with a track record of developing talent.
• Exceptional organisational and project management skills, given the high volume of work.
• Analytical and problem-solving skills
• Be results-driven, can clearly demonstrate meeting targets and deadlines.
• Able to galvanise the support of stakeholders across multiple international offices.

Compensation

An attractive compensation package is available and will be based on the successful candidate’s relevant experience and overall suitability for the position.

How to Apply

Applications should include a completed C.V. and will be treated in the strictest confidence. Please clearly outline the skills and attributes you would bring to the role, your availability and salary expectations.