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Client Relationship Manager (Client Admin Support), Guernsey

  • Location: Guernsey
  • Salary: Market related per year
  • Job Type:Permanent

Posted 8 months ago

  • Contact: Carla Whitham
  • Contact Email: carla.whitham@ap-personnel.com
  • Contact Phone: +44 1481 743078
  • Expiry Date: 10 May 2024
  • Job Ref: 47040

Our client is seeking to appoint a Client Relationship Manager (Client Admin Support).

The successful applicant would be involved in providing fiduciary administrative support to two of our client’s more experienced Client Relationship Managers who look after an incredibly varied and interactive client base.

Ideally, you will have a minimum of 2 years’ experience. This role may also suit someone with more experience or fully qualified who wishes to move away from a directly client facing role.

Duties may include (but not be limited to):

Arranging and attending meetings and drafting minutes thereof, preparing documentation to support transactions, updates to the central database system, assisting with filing Income Tax Returns, assisting with filing Annual Validations, assisting with the new business process, liaising with third party advisors. You will also be involved in opening bank and brokerage accounts, make payments, as well as supporting the team with billing runs and debtors management.

If desired there will be the opportunity to progress in due course, to managing a small portfolio of your own by taking on some of the existing/new clients. Full support, training and mentoring will be provided.

To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com or call 01481 743078.  Please note applications can only be taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.



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