Client Support Officer

Location

Jersey | United Kingdom

Job description

We are a global powerhouse providing Corporate & Global Expansion, Active Wealth, Pension & Incentive services and Fund solutions, all aligned under one common goal: to DO MORE so our clients and our people can ACHIEVE MORE.

We believe in taking care of our people and in serving our clients with reliability, agility and creativity while adhering to principles of fairness, sustainabilityand inclusivity. These values underpin everything we do – and we believe, set us apart from our peers.

Above all else, we value our peopleand our clients’ success.

Since our origination, we have been cultivating a work environment that attracts and retains the very best talentin the industry.

We actively embrace entrepreneurialismand encourage our people to see beyond their specific role and participate in a wide range of opportunitiesas they see fit.

Available as an FTC for 6 months.

The Client Support Officer will take responsibility for a wide variety of tasks supporting the front office teams with clearing outstanding actions/diaries arising from client reviews. They may be asked to support with other client and business support tasks e.g. the set up and onboarding of a full range of wealth structures , statutory and management information tasks and other specific projects as delegated. The role holder must ensure that they deliver on internal and client commitments to agreed deadlines and to a high standard.

Knowledge and Experience

Professional and Technical Experience

The successful applicant will have experience within the fiduciary field and will be required to understand complex structures and follow appropriate advice to ensure that follow up points can be cleared.   They will be required to understand the risk and CDD policies and procedures in the review and maintenance of client files to ensure that documentation is completed to the standard required by the regulator and the business and where shortfalls or deficiencies are identified to take ownership of following up on the outstanding matters whilst keeping the client team informed.

They will be required to administer a number of management reporting tools via both Excel and the current administration system and will have an eye for detail and an enquiring mind.

A knowledge of AML requirements, trust and company law and an understanding of statutory tasks such as changes of shareholders, directors etc will be required across a number of jurisdictions and the role holder will however be expected to take ownership of their training and development.

Personal Attributes

The candidate will put client service at the centre of everything they do and will be flexible and professional when working under time driven pressures with excellent prioritisation and time management skills.  They will be self-motivated, focussed on exceeding targets and goals and will have the ability to articulate any issues of concern.  Additionally, they should:

Have the ability to work within a team environment.

Have the ability to self manage and drive progress with outstanding actions

Have the ability to articulate succinctly and efficiently deal with a wide range of business issues.

Have the ability to take ownership of their own training and work towards understanding complex transactions and relevant policies and procedure within the business.

Have the ability to investigate and challenge something that does not feel right in a positive and non-confrontational manner.

Be able to seek to improve and develop existing working practices and to feed into their line manager accordingly.

Have excellent organisational skills and attention to detail.

Be a good communicator (verbal and written) with the ability to explain technical detail.

Have strong relationship building skills

Language Skills

The successful candidate will be fluent in English and an understanding of other languages is desirable.  They will have strong verbal and written communication skills which are critical to the position.

Academic and Professional Qualifications

The successful candidate is likely to hold a professional qualification (such as STEP or ICSA).

Job tags

Salary