Assistant Manager, Client Services

Our client is seeking an Assistant Manager to join their growing Private Wealth team.

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.

About the role:

  • 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
  • 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

About you - essential requirements:

  • Private client/wealth experience in administering and managing similar structures (preferred but not essential)
  • Have proven industry experience and hold a relevant professional qualification such as STEP and ICSA or be working towards a recognised qualification
  • Good working knowledge of Microsoft desktop software and specialist legal industry software i.e. Document Management Systems and Viewpoint
  • Demonstrate initiative, be proactive, accurate and well-organised
  • Good communication and interpersonal skills are essential, together with the ability to build relationships both with internal colleagues, client contacts and intermediaries, working as a part of a dynamic and pro-active team to achieve a common goal
  • An active and participating team player and not someone who prefers to work on their own most of the time

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 01 Feb 2024
Closing Date: 
Wed, 01 May 2024
Reference: 
11779

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