Our client is seeking an Assistant Manager to join their Client Services team, specifically focusing on onboarding new clients and managing new business in Private Wealth. This full-time role will suit someone looking to be part of a high-performing team within an expanding division. The Client Services team is a relatively new addition and is integral to supporting the company's growing new business pipeline. Click here to read more.
Job Duties:
- Oversee the New Business process, ensuring efficient and timely delivery in collaboration with Client Directors and Client Services teams.
- Lead and support the delivery of new business processes and provide technical training to the team as needed.
- Participate in client management for newly onboarded clients and support the transition of new clients from the New Business process to Business-as-Usual.
- Review and process new business documentation, including the collation of Client Due Diligence, Source of Wealth, and Source of Funds.
- Support the Client Services Manager in managing team workflows and forecasting resource needs during peak periods.
- Maintain client data quality and ensure accurate data management across all relevant systems.
- Assist with onboarding processes in other jurisdictions, providing training where necessary.
- Provide support in areas such as company secretarial duties and regulatory platforms for Private Wealth clients.
- Act as a role model, upholding the company’s vision and values.
Job Requirements:
- Minimum of 5 years’ experience in trust and company administration or legal services.
- Strong understanding of fiduciary services.
- Excellent communication skills, both internally and externally.
- Strong problem-solving and interpersonal skills.
- Ability to work flexibly and adapt to changing priorities and deadlines.
- Strong team player with leadership qualities.
- ICSA, STEP or legal qualification (or working towards).
What You’ll Love:
Our client offers a dynamic environment where you can contribute to the growth of the Private Wealth division. You will work closely with senior management, enjoy a high level of responsibility, and have opportunities for development and training. If you are ready to make a significant impact, we look forward to receiving your application and discussing how you can contribute to our client’s team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
