Senior Client Services Officer
- Job Reference: 5930
- Date Posted: 19 January 2023
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
Exciting role administering trusts, companies and foundations portfolio, liaising and meeting with clients, and training and guiding team. Duties involve managing client relationship and wealth; payment processing; foreign exchange transactions; debtor maintenance; diary maintenance; mitigate potential risk situations; charging time to NavOne desktop daily and accurately and meeting chargeable time targets; cash collections in relation to bills and debt collection to be carried out; accurate bookkeeping and investment portfolio reconciliation; preparation of meeting request forms and back up documentation for presentation to directors; maintenance of loan interest calculations and other spreadsheets for client reporting; completion of annual reviews; preparation of technical periodic client reports; clearance of exception reports; market the group and attend seminars, presentations and events.
Requirements are to be capable of registration as a Category B Employee under JFSC Trust Company Business Code of Practice Schedule 1, have at least three years relevant experience, and possess a Table 4 qualification.
Five years continuous residence in Jersey required.