Client Account Manager, Private Clients

  • Job Reference: 7193
  • Date Posted: 29 April 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Our client seeks the ideal candidate to support Client Advisors in delivering exceptional client service and experience; act as point-of-entry contact for clients with account queries or orders, stock orders, payments; support with documentation for client meetings, business trips, investment proposals; collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements.
Requirements are financial services experience, ideally within a client facing team; unyielding attention to detail, even when under pressure; team player; remains calm while managing conflicting priorities; discrete; and able to adapt to changing demands.
Five years continuous residence in Jersey required.