An exciting opportunity within a dynamic team with offices in Jersey, Guernsey and the UK. The group is independent and provides a wide range of professional services to both private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care.
The role holder will work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a larger portfolio of clients, including more complex clients. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management. The business supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification. Candidates should have at least two years relevant experience, either holding or working towards a Table 5 qualification and a sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.