Client File Reviewer

jobs.jerseyeveningpost.com-job boards; Saint Helier; On-site; GBP 25,000 - 42,000; Full time

Job summary

We are recruiting for a permanent Client File Reviewer in St Helier, Jersey, to join a team dedicated to robust governance and high standards of client service. You will review client files in the trust sector, identify gaps, and ensure records are complete and ready for internal or external scrutiny.

The role emphasizes accuracy, confidentiality, and the ability to manage multiple files and deadlines within a trusted environment. You will report findings clearly to the client’s team.

Qualifications

• Strong focus on accuracy when working with documentation.
• Ability to work methodically through detailed client files.
• Comfort handling confidential information within the trust environment.
• Capability to manage workload and meet agreed review timelines.
• Clear communication skills to report findings to the client’s team.

Responsibilities

• Conduct thorough reviews of client files in the trust sector.
• Identify missing or incomplete documentation and follow up as required.
• Maintain clear records of all file review findings and actions.
• Support the client’s team by ensuring files are up to date and ready for scrutiny.
• Contribute to ongoing improvements in file management processes.

Skills

Attention to detail

Organisational skills

Analytical mindset

Written communication

Discretion and confidentiality

Job description

We are reaching out with an exciting permanent opportunity in St Helier, Jersey, for a Client File Reviewer within the trust sector. Our client is a respected organisation that places strong emphasis on robust governance, accurate records, and maintaining high standards of client service. As part of our client’s team, you will play a key role in ensuring client files are consistently maintained, compliant, and ready for review, supporting the smooth operation of their trust services.

Skills

• Attention to detail – Carefully reviewing client files to spot inconsistencies, gaps, or errors, ensuring documentation is complete and accurate.
• Organisational skills – Managing multiple client files efficiently, maintaining orderly records and prioritising reviews to meet deadlines.
• Analytical mindset – Assessing information in client files to draw logical conclusions and identify potential issues or areas needing clarification.
• Written communication – Preparing clear, concise notes and updates on file reviews to support our client’s team in ongoing client management.
• Discretion and confidentiality – Handling sensitive client information within the trust sector with the highest levels of integrity and professionalism.

What you’ll do

• Conduct thorough reviews of client files in the trust sector.
• Identify missing or incomplete documentation and follow up as required.
• Maintain clear records of all file review findings and actions.
• Support our client’s team by ensuring files are up to date and ready for internal or external scrutiny.
• Contribute to ongoing improvements in file management processes.

What you’ll need

• Strong focus on accuracy when working with documentation.
• Ability to work methodically through detailed client files.
• Comfort handling confidential information within the trust environment.
• Capability to manage workload and meet agreed review timelines.
• Clear communication skills to report findings to our client’s team.

Why Join?

• Play a central role in enhancing the quality of client records in a trust-focused environment.
• Work closely with our client’s team, contributing directly to their operational excellence.
• Gain valuable experience in client file review within the Jersey trust sector.