Private Wealth Assistant Manager - Client Services Lead

Ocorian; England; On-site; GBP 38,000 - 52,000; Full time

Job summary

Ocorian is seeking a client-focused professional to join our Private Client team, managing administration for a portfolio of high-net-worth individuals and supporting their investment and philanthropic activities with an exceptional service standard.

You will build strong client relationships, take ownership of key responsibilities and collaborate with experienced colleagues in a supportive environment that offers learning, development and career progression.

Qualifications

• Educated to A level or degree standard.
• Ideally completed or willing to complete STEP, CGI or similar.
• Ideally minimum of 3 years’ experience in Trust and Company administration or a financial services environment.

Responsibilities

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

Education

A level or degree

STEP or CGI qualification

3 years’ experience in Trust and Company administration

Job description

Ocorian is seeking a client-focused professional to join our Private Client team, managing administration for a portfolio of high-net-worth individuals and supporting their investment and philanthropic activities with an exceptional service standard.

You will build strong client relationships, take ownership of key responsibilities and collaborate with experienced colleagues in a supportive environment that offers learning, development and career progression.