Client Account Manager, Private Clients
- Full Time
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< back to vacancies