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Client Accounts Manager

Our client is seeking a Client Accounts Manager to oversee the day-to-day management of the Client Accounts Team and provide support to the Trust Administration teams. This permanent role offers the opportunity to manage a small portfolio of complex clients while ensuring the team delivers accurate, timely, and high-quality financial services in compliance with regulatory requirements.

 

Job Duties:

  • Manage a small portfolio of complex clients while providing oversight for the team’s broader portfolio.
  • Review financial statements prepared by the Client Accounts Team to ensure compliance with relevant standards.
  • Ensure accounts for client entities administered in Guernsey are prepared internally within regulatory timeframes.
  • Oversee bookkeeping activities, whether completed in Guernsey or outsourced, ensuring timely completion.
  • Collaborate with the Head of CRS/FATCA reporting for accurate and timely submissions.
  • Allocate and monitor regular and ad hoc client reporting.
  • Liaise with clients and professional representatives on complex accounting matters.
  • Conduct quarterly accounts billing for clients.
  • Attend client and potential client meetings as requested by the Client Relationship Director.
  • Train and supervise junior staff, fostering a supportive and collaborative team environment.

 

Job Requirements:

  • Relevant professional qualification (e.g., ACA, ACCA).
  • At least 8 years of relevant experience, with 3 years in a management capacity.
  • Excellent communication skills, capable of explaining complex technical information concisely.
  • Highly organised and detail-oriented, with strong numeracy and computer skills.
  • Proactive in addressing client needs and staying informed on technical developments.
  • Proven leadership ability and experience in resolving technical matters using available resources.
  • Up-to-date knowledge of UK and international accounting standards and filing deadlines.

 

What You’ll Love:

Our client provides a dynamic and rewarding environment, offering opportunities to collaborate with international clients across various asset classes. You will join a culture that values openness, respect, and teamwork, where your expertise and professional growth are supported. With a strong emphasis on trust and success, this role is ideal for an individual passionate about leading a team and delivering high-quality client services.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here