Assistant Manager, Client Services (Private Wealth)

Location

Jersey | United Kingdom

Job description

We have a new opportunity for an Assistant Manager to join one of Jersey’s leading law firms.

You’ll be taking on specific responsibilities for managing a complex client structure and providing support to colleagues on the existing portfolio of clients and other new business opportunities.  The type of structures you will be involved with will include discretionary Trusts, Foundations and Private Trustee Companies.

Responsibilities:

• Administer and take responsibility for a portfolio of ultra-high net worth clients in the provision of corporate and fiduciary services and ensure that client relationships and transactions are managed effectively and to a high standard.
• Act as a role model to all Governance Services employees and assist in developing a team who act in accordance with the firm’s values and in parallel to the law firm service levels.
• Demonstrate you have an understanding of the transactions you are working on, provide technical support and training to team members as and when required. Be able to present work in a methodical, timely and complete manner for formal trustee and director consideration.
• Keep the manager and client service director, as required, fully informed on key matters and actions/decisions to be considered and taken relevant to the transactions you are working on.
• Ensure client expectations are properly managed and valuable relationships are nurtured so as to maximise the reputation of the team in the market place and the potential for repeat work and referrals.

More information about this role is available upon request – contact the team today for further details.

Job tags

Salary