Assistant Manager, Client Handling

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services organization is seeking a permanent, full-time Assistant Manager to join their Client Handling team. This role involves managing client relationships, overseeing operations, and mentoring junior staff, contributing to the organization's success. The ideal candidate will have significant experience in financial services and a commitment to professional development.

Benefits

Competitive salary

Comprehensive benefits package

Supportive and inclusive environment

Qualifications

• Minimum of 6 years relevant experience in financial services.
• Proven experience in developing and coaching junior team members.
• Up-to-date understanding of regulatory and industry practices.

Responsibilities

• Administer a varied and complex client portfolio.
• Supervise and delegate tasks to junior staff.
• Monitor risk and compliance requirements.

Skills

Client Relationship Management

Communication

Delegation

Proactive Workload Management

Education

JFSC Table 5 qualification

Willingness to progress to Table 4 qualification

Tools

Microsoft Office

Job description

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.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here