A global financial services organisation is seeking a new team member to support a portfolio of institutional clients. This role offers broad exposure across fiduciary, banking and investment related activities within a collaborative team environment. Key responsibilities: ⭐ Manage a portfolio of complex client structures, including companies and trusts ⭐ Act as a key contact for clients, advisers and internal stakeholders ⭐ Coordinate transactions, payments and related documentation ⭐ Review financial information and maintain accurate client records ⭐ Attend client meetings and support ongoing relationship management ⭐ Ensure all activities meet regulatory and compliance standards What you’ll need: ⭐ Experience in fiduciary, fund administration or a similar field ⭐ Strong understanding of financial services and client structures ⭐ Excellent communication and relationship management skills ⭐ Good organisational skills with attention to detail ⭐ Professional qualification (or working towards) such as STEP or CGI preferred ⭐ Proactive approach with the ability to manage multiple priorities Why join? ⭐ Opportunity to work with institutional clients in a dynamic environment ⭐ Broad, varied role across multiple areas of financial services ⭐ Supportive and collaborative team environment
Senior Client Service Manager, Asset Owners
Guernsey
Permanent
Agency Listing
Finance
Investments
Seeker Insight
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