Account Manager

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 35,000 - 55,000; Full time

Job summary

A financial services company in the United Kingdom is seeking an Account Manager for a full-time position. The role involves managing client relations, ensuring compliance, and delivering high-quality service across banking activities. The ideal candidate will have experience in client support, strong communication skills, and the ability to handle multiple responsibilities effectively.

Benefits

Collaborative work environment

Professional development opportunities

Qualifications

• Experience in a front office client support role, ideally within banking or trust services.
• Strong client focus with a drive to deliver exceptional service.
• Self-motivated and able to manage multiple priorities.

Responsibilities

• Coordinate and process client instructions.
• Manage the full lifecycle of payments, deposits, and securities transactions.
• Provide a personalised and proactive service to clients.

Skills

Client focus

Communication skills

Organisational skills

Project management

Risk awareness

Tools

IT systems

Job description

Overview

Our client is seeking an Account Manager to join their team on a full-time, permanent basis. This role will act as the key link between Relationship Managers, the Bank, and a designated portfolio of clients. The successful candidate will be responsible for ensuring the delivery of a high-quality, personalised client service across a range of banking activities, while also supporting ongoing client relationship management and operational effectiveness.

Job Duties

• Coordinate and process client instructions
• Manage the full lifecycle of payments, deposits, foreign exchange, securities transactions, and corporate actions
• Provide a personalised and proactive service to clients
• Prepare account opening documentation and assist with the onboarding process
• Resolve queries related to incomplete or flagged information in collaboration with Relationship Managers and onboarding teams
• Maintain client accounts to ensure compliance with group standards
• Support Relationship Managers with transactional monitoring and remediation activities
• Assist with client periodic reviews
• Promote the Bank's full offering including savings, FX, custody, and lending services
• Coordinate client entertainment and relationship development activities
• Stay up to date with applicable laws, regulations, and internal procedures
• Contribute to the review and implementation of departmental processes

Job Requirements

• Experience in a front office client support role, ideally within banking or trust services
• Strong client focus with a drive to deliver exceptional service
• Self-motivated and able to manage multiple priorities
• Knowledge of banking, custody, FX, and credit products
• Excellent communication and interpersonal skills
• Well-organised with strong attention to detail
• Effective team player with project management experience
• Confident in using IT systems and tools
• High level of risk awareness and adherence to compliance standards
• Ability to support and develop client relationships alongside Relationship Managers

What You'll Love

Our client offers a collaborative and client-focused environment where individuals are encouraged to build meaningful relationships and deliver exceptional service. With a focus on continuous improvement and high standards, the business fosters a culture of accountability, professional development, and cross-functional teamwork.

Interested?

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