Client Services Director

Job Description

  • Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
  • Actively participate, lead and manage all aspects and activities relating to the development of IQ-EQ
  • Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency
  • Pro-actively contribute to initiatives to improve processes to drive operational excellence
  • Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships
  • Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
  • Ensure that risk management processes are embedded in the culture, operations and systems used by all employees, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
  • Actively develop new client leads and business opportunities to support the strategic and commercial business development targets and income streams
  • Maintain strong relationships with the clients and  look at opportunities to cultivate additional segment line income streams
  • Responsible for ensuring your staff meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilisation rates for staff, pro-active management of debtor days and cash collections
  • Ensure that new business opportunities are actively followed up and that fee quotes are competitive and commercial in order that risk versus return considerations are managed effectively
  • Responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Implement a timely and robust action plan to quickly remediate loss positions. Seek to improve profitability of all client relationships. Actively manage the exit of any client relationships which cannot be converted to a profitable basis


In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Ability to inspire trust and confidence across the Client Services function
  • Strong Relationship Management skills
  • ‘Hands-on’ and pragmatic
  • Completer finisher
  • Culturally aware
  • Integrity and transparency
  • Energy and determination
  • Passion and drive with proven ability to succeed through others
  • Resilient – can work in a fast pace environment
  • Self-awareness with understanding of emotional intelligence
  • Innovation and creativity
  • Strong organisation and analytical skills
  • Excellent communication and influencing skills
  • Ability to deliver on time every time
  • Approachable and a strong team player
  • Commercially minded – able to turn vision into capital value
  • Well organised and structured
  • Practical and methodical in approach

Required Experience

  • Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments
  • Membership of relevant Financial Institute
  • Evidence of Continued Professional Development
  • Extensive experience within the offshore finance Industry
  • Awareness and understanding of cross jurisdictional cultural differences
  • Corporate Governance experience and an understanding and experience of risk mitigation
  • Excellent leadership and management skills
  • Effective influencing skills and an ability to lead within own functional area
  • Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others
  • Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
  • Experience of working closely with Regulators
  • Excellent written and verbal communication skills
  • Highly effective listening skills and able to make and communicate rational judgments in a decisive manner
  • Knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer term needs of a business

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Apply now
< Back to search results

Why work at IQ-EQ?

We power people and possibilities

Our benefits & culture

Recruitment experience

Everything you need to know

Our selection process