Client Account Manager, Private Clients

  • Accounting
  • Jersey
  • Permanent
  • Full Time
  • 7193


Our client seeks the ideal candidate to support Client Advisors in delivering exceptional client service and experience; act as point-of-entry contact for clients with account queries or orders, stock orders, payments; support with documentation for client meetings, business trips, investment proposals; collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements.

Requirements are financial services experience, ideally within a client facing team; unyielding attention to detail, even when under pressure; team player; remains calm while managing conflicting priorities; discrete; and able to adapt to changing demands.

Five years continuous residence in Jersey required.


For more details contact James Troy

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Client Account Manager, Private Clients

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