Manager, Private Client Services

  • Job Reference: 17804
  • Date Posted: 30 April 2025
  • Recruiter: Source Recruitment
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent

Job Description

A management role with a business that provides comprehensive audit, accounting, tax, and advisory services.

The successful candidate will manage a team providing comprehensive Private Client Services for the international client base and undertaking business development / marketing opportunities as required. Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken / completed in a timely manner. Ensure any client review points which are identified by the Client Review Manager are cleared / resolved by the team in a timely manner and that statutory records on 5Series remain accurate and up to date. You will preferably need CGI/STEP Diploma or be studying to obtain CGI/STEP Professional or equivalent if not already achieved or Qualified Accountant.