Our client is seeking an Associate to join the Client Management Team within their Jersey-based Wealth Management division. This is a full-time permanent position offering the opportunity to support Relationship Managers by providing core client services, including onboarding, structure changes, and data updates. The successful candidate will play a key role in delivering an exceptional client experience and ensuring accurate and compliant data management.
Job Duties:
- Support Relationship Managers in delivering new and sustainable revenues in line with internal sales methodology
- Review and validate Know Your Client (KYC), internal forms, and IRS documentation for new clients
- Liaise with internal teams or directly with clients to obtain additional documentation when required
- Manage structural changes for a wide range of clients, including companies, trusts, and charities
- Collate and assess all documentation and due diligence prior to submission for onboarding or structural change approval
- Conduct open-source searches and use verification tools to confirm client identity
- Accurately update client information in the CRM system
- Conduct telephone security call backs to clients to confirm changes or data
Job Requirements:
- Experience in client services or support within a financial or professional services environment
- Ability to handle confidential information with discretion and professionalism
- Strong attention to detail and excellent organisational skills
- Proficient in Microsoft Office applications
- Interest in developing expertise in client onboarding and static data management
- (Desirable) Knowledge of KYC/CDD processes and familiarity with trust and company structures
- (Desirable) Understanding of the financial services sector
What You’ll Love:
Our client is part of a global financial group committed to collaborative working, professional development, and community impact. The team environment is dynamic, high-performing, and supportive, offering flexible working options and access to ongoing coaching and learning opportunities. This is an exciting chance to contribute to a trusted wealth management service and grow within a client-centric environment.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
