Client Services Lead, Governance & Portfolio Oversight

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

Job summary

The Governance Services team in the United Kingdom is seeking an experienced professional to lead administration across a diverse portfolio of corporate and fiduciary clients. You will take full ownership of a client portfolio, maintain high standards of relationship management and procedural oversight, and delegate effectively within the team.

You will provide technical support and training to colleagues, assist with financial management including WIP and debt collection, and pursue

Qualifications

• Experience in corporate, trust, and fiduciary sectors.
• Willingness to pursue STEP or CGI qualification.
• Ability to manage tasks, time and people under tight deadlines.

Responsibilities

• Take full ownership of a client portfolio with high relationship and procedural oversight.
• Provide technical support and training to colleagues.
• Delegate work effectively within the team and assist with financial management including WIP and debt collection.

Skills

Relationship management

Client portfolio management

Delegation

Training to colleagues

Education

STEP or CGI qualification

Job description

The Governance Services team in the United Kingdom is seeking an experienced professional to lead administration across a diverse portfolio of corporate and fiduciary clients. You will take full ownership of a client portfolio, maintain high standards of relationship management and procedural oversight, and delegate effectively within the team.

You will provide technical support and training to colleagues, assist with financial management including WIP and debt collection, and pursue