Our client is seeking a permanent, full-time Assistant Manager to join the Client Handling team. Reporting to the Senior Manager or Manager, this position plays a key role in delivering high-quality administrative services to a complex and diverse portfolio of clients. You will use your expertise to maintain excellent client relationships, oversee day-to-day operations, and support the development of junior team members, contributing to the continued success of the organisation.
Job Duties:
- Administer a varied and complex client portfolio in line with internal procedures
- Maintain and update statutory books, regulatory records, and client documentation
- Prepare and review board packs, agendas, minutes, resolutions, and checklists
- Liaise with clients, intermediaries, and registries on all day-to-day matters
- Ensure accurate and timely data management across core systems
- Conduct periodic reviews and maintain oversight of ongoing client tasks
- Manage onboarding of new clients in collaboration with the onboarding team
- Monitor and oversee payments, including those for high-risk clients
- Assist with reviewing financial statements and accounts
- Input daily time records and manage billing processes including WIP, invoicing, and aged debt
- Supervise and delegate tasks to junior staff, acting as a point of escalation for queries
- Support junior colleagues with time management, prioritisation, and professional development
- Monitor risk and compliance requirements, escalating where necessary
- Review screening tools and conduct appropriate KYC checks
- Keep up to date with relevant AML and CDD requirements
- Participate in internal projects and contribute to wider business initiatives
- Travel to meet clients and intermediaries as required
Job Requirements:
- Minimum of a JFSC “Table 5” qualification, with willingness to progress to a “Table 4” qualification
- At least 6 years of relevant experience in the financial services industry
- Proven experience in developing and coaching junior team members
- Strong working knowledge of Microsoft Office and core administration systems
- Up-to-date understanding of regulatory and industry practices
- Sound knowledge of client financial statements and accounts
- Ability to manage conflicting deadlines and a proactive approach to workload management
- Excellent communication, delegation, and motivational skills
- Commitment to delivering outstanding client service
- Demonstrated responsibility for ongoing professional development, including CPD maintenance
What You’ll Love:
You will join a progressive, award-winning organisation that values your input and supports your development. Our client offers a supportive and inclusive environment where you’ll be trusted to take ownership and make a real impact. With a competitive salary and a comprehensive benefits package, this role is ideal for someone seeking professional growth and meaningful work. We look forward to receiving your application.
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