We have been assigned with recruiting for a Senior Client Services Officer position at an independently owned professional services firm that is expanding its operations.
This is an excellent opportunity for professionals with at least 3 years of experience in Trust who are looking to join a dynamic firm with a strong reputation.
Relocation to Guernsey is also an option, with full support for work permits and licenses provided.
Purpose of Role:
- Responsible for administering a portfolio of companies and trusts.
- Provide professional services in line with policies, procedures, and local regulations.
Duties and Responsibilities:
Administration
- Manage a portfolio of key clients, including complex structures and various asset classes.
- Uphold corporate governance practices for companies and trust clients.
- Prioritise and handle client requests efficiently.
- Communicate with clients and intermediaries to exchange information.
- Ensure accurate account reviews and clear any queries.
- Facilitate smooth completion of credit facilities and guarantees.
- Document purchases and sales of investments, ensuring transaction completion per company policies.
- Oversee investment monitoring, action completion, and signing off minutes.
- Manage entity banking/brokerage facilities, ensuring timely transaction actions.
- Monitor and oversee client expense payments
Commercial Management
- Complete timesheets ensuring accurate time capture for correct and timely billing.
- Review debtors, liaising with finance for prompt collection.
- Meet Key Performance Indicators to achieve targets.
- Review monthly/quarterly Work in Progress (WIP) reports.
- Assess client relationships for commercial viability and identify new opportunities.
Staff Management
- Support administrators in managing complex client issues.
- Participate in mentoring team administrators.
Client Services Management
- Execute action points from client entity reviews.
- Review accounts and liaise with the Client Services Director(s).
- Coordinate with the client accounting department on issues/queries.
- Ensure timely completion of tax filings/reporting for client entities.
- Maintain and update company records.