Our client is seeking a Manager for their Client Services team in the Trust Company Business function. The role involves managing a portfolio of complex clients, providing oversight of day-to-day operations, and ensuring that all client service functions are delivered efficiently and effectively. The role also involves supporting the Client Directors with team development, compliance, risk management, and regulatory adherence. This is a full-time position based in Jersey.
Job Duties:
- Administer a portfolio of trusts, companies, and foundations, liaising with clients, banks, and investment managers as required.
- Manage day-to-day relationships with clients, including attending meetings and delivering finalised transactions.
- Collaborate with Client Directors and the team to manage workloads and keep them apprised of ongoing client administration matters.
- Train and develop junior staff members, offering guidance and support as needed.
- Ensure all administration complies with relevant policies, procedures, and codes of conduct.
- Maintain full understanding and adherence to all applicable legislation and regulations, particularly AML/CFT laws.
- Actively engage in risk management practices, ensuring compliance with the company's risk appetite.
- Participate in the DayBox process to review and authorise client activities and transactions.
- Complete new business documentation and assist with onboarding new clients.
- Prepare accurate minutes for client entity transactions.
- Accurately charge time and meet chargeable time targets using PlainSail.
- Collect cash and ensure timely debt collection in relation to client bills.
- Complete periodic client risk assessments.
- Represent the organisation at seminars, presentations, and events when required.
- Take responsibility for personal development and meeting CPD requirements in line with performance objectives.
- Champion and model company values and behaviours.
Job Requirements:
- At least three years of relevant experience in a client engagement management role.
- A qualification listed in Table 4 or 5 of the JFSC Trust Company Business Code of Practice.
- Proven ability to manage a complex portfolio of clients and deliver high-quality client service.
- Strong task and diary management skills with a focus on task completion.
- In-depth knowledge of the regulatory requirements related to Jersey Trust Company Business.
- Ability to recognise and mitigate potential risk situations.
- Excellent interpersonal skills, with the confidence to approach individuals at all levels of seniority.
- Strong analytical mindset with excellent attention to detail.
- High standard of oral and written communication skills.
- Proficient in the use of relevant systems and technologies.
What You’ll Love:
Our client offers a dynamic and supportive work environment where you can contribute to the ongoing success of a reputable firm. You will be part of a dedicated team focused on delivering exceptional client service while also having the opportunity to develop your professional skills and progress in your career. With a clear focus on flexibility and service delivery, the team prides itself on working collaboratively and maintaining a high standard of client care.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
