Client Officer - Custody Services

  • Job Reference: 7629
  • Date Posted: 12 August 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Government & Defence
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Purpose of role is providing Custodian, Depositary and Trustee services to a range of regulated collective investment funds and private wealth portfolios, monitoring team performance, training and development and assisting in continuous improvement initiatives; acting as primary point of contact with clients and establishing strong working relationships; ensuring clear understanding of client’s requirements and expectations ensuring open communication; ensuring client reports and correspondence produced; generating banking instructions accurately; ensuring invoices raised, authorised and cash collected on time; ensuring time charged is justified; meeting chargeable time requirements and other grade specific targets; maintaining clear risk understanding and meeting regulatory requirements.
Candidate will hold/be working towards Table 5 or above JFSC recognised qualification; 3 – 5 years financial services experience in regulated business environment, ideally with background in fund and/or investments; excellent interpersonal skills at all levels; self-motivated and able to work on own initiative; able to prioritise workloads and manage time; able to make decisions; excellent organisational and administrative skills, with the ability to understand processes, challenge and improve the working environment; right first time attitude, eye for detail and value added service approach to work.
Five years continuous residence in Jersey required.