Assistant Manager, Private Clients

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Jersey is seeking an experienced Assistant Manager, Private Clients, to ensure smooth operations and deliver exceptional client service to high net-worth individuals. The successful candidate will have a minimum of 5 years' experience in a financial services environment and will enjoy benefits such as a competitive salary and hybrid working arrangements.

Benefits

Competitive salary

Hybrid working arrangement

Pension contributions

Private medical and dental insurance

Life assurance

Income protection

Qualifications

• Minimum of 5 years' experience in Trust and Company administration or a financial services environment.
• Comprehensive understanding and strong technical knowledge developed through study and experience.

Responsibilities

• Take responsibility for the administration and accounting needs of high net-worth individuals.
• Conduct periodic client reviews in accordance with timelines set by the Director.
• Mentor and support the training of junior team members.

Skills

Client service

Administration and accounting

Attention to detail

Proficient IT skills

Education

A level or degree standard

Job description

Our client is seeking an Assistant Manager, Private Clients to join their dedicated team in St Helier, Jersey. This full-time role offers an exciting opportunity for an ambitious professional who thrives on delivering exceptional client service to a select group of high net-worth individuals. The successful candidate will play a crucial part in ensuring smooth operations while fostering collaborative relationships with colleagues and clients alike. This position is designed for those who want to immerse themselves in a dynamic environment, with a focus on addressing clients' needs efficiently and effectively.

Job Duties

• Take responsibility for the administration and accounting needs of high net-worth individuals and their associated investment and philanthropic activities.
• Maintain an organised approach to addressing tasks and managing ad hoc client requests in collaboration with managers.
• Handle incoming correspondence promptly and efficiently; escalate matters to supervisors when necessary.
• Ensure adherence tointernal policies and procedures to manage risk exposure effectively.
• Remain informed about local regulatory matters and seek professional advice as needed, escalating issues as appropriate.
• Ensure colleagues are briefed and adequately resourced during periods of absence to maintain service standards.
• Provide assistance to the wider team, fostering a high standard of service across the board.
• Prepare detailed attendance notes of telephone communications and draft minutes and meeting documents as required.
• Monitor aged debt positions of matters under administration, liaising with the Accounts Department and Directors to maintain control.
• Conduct periodic client reviews in accordance with timelines set by the Director.
• Mentor and support the training of junior team members under the supervision of the Manager.
• Undertake projects and technical transactions proactively as required.

Job Requirements

• Educated to A level or degree standard; ideally, candidates will have completed or be working towards a relevant professional qualification.
• Minimum of 5 years' experience in Trust and Company administration or a financial services environment.
• Comprehensive understanding and strong technical knowledge of the area of expertise developed through study and experience.
• Strong numerical skills with acute attention to detail.
• Proficient IT skills.

What You'll Love

Joining our client means you will be part of a culture that prioritises expertise, trust, and collaborative success. You'll enjoy a competitive salary, a hybrid working arrangement, and flexible hours tailored to your lifestyle. Other benefits include annual salary reviews, pension contributions, private medical and dental insurance, life assurance, and income protection. You'll thrive in an environment that encourages professional growth and ethical practices, where you will have the opportunity to make a meaningful impact in a supportive and ambitious team.

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