Our client have a new and exciting opportunity based within the Private Client Services (PCS) division in Jersey. This busy and fast paced team will support the efficient and effective on-boarding of new clients across all of the Group’s PCS Jurisdictions and ensure that all client matters relating to new business are dealt with promptly and with a high level of client service excellence.
- Preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting.
- Ensure consistency and clarity of the on-boarding files and approval documentation in order to maximise the effectiveness of relevant senior management resource.
- Ensure formation of structures, databases are up to date and orderly staged transition to relevant administration team as appropriate.
More information about the role is available upon request - contact the team today for further details.