Senior Client Services Officer

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 5930


Exciting role administering trusts, companies and foundations portfolio, liaising and meeting with clients, and training and guiding team.  Duties involve managing client relationship and wealth; payment processing; foreign exchange transactions; debtor maintenance; diary maintenance; mitigate potential risk situations; charging time to NavOne desktop daily and accurately and meeting chargeable time targets; cash collections in relation to bills and debt collection to be carried out; accurate bookkeeping and investment portfolio reconciliation; preparation of meeting request forms and back up documentation for presentation to directors; maintenance of loan interest calculations and other spreadsheets for client reporting; completion of annual reviews; preparation of technical periodic client reports; clearance of exception reports; market the group and attend seminars, presentations and events.

Requirements are to be capable of registration as a Category B Employee under JFSC Trust Company Business Code of Practice Schedule 1, have at least three years relevant experience, and possess a Table 4 qualification.

Five years continuous residence in Jersey required.

James Troy

To apply or for more information please contact James Troy

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Senior Client Services Officer

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