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Client Relationship Manager

Guernsey

Permanent
Agency Listing
Finance
Trust

A strong opportunity for an experienced trust and company administrator to take ownership of a diverse client portfolio while delivering high-quality relationship management and service delivery. What the role involves ⭐ Managing a portfolio of trusts and companies with full oversight of administration and governance ⭐ Driving timely bookkeeping, accounts prep, fee collection and reporting ⭐ Building strong client relationships and coordinating with advisers, professionals and internal teams What you’ll bring ⭐ 3+ years’ trust/company experience with solid knowledge of legal, tax and AML requirements ⭐ Strong communication, numeracy and organisational skills with excellent attention to detail ⭐ Confidence managing deadlines, reviewing work, drafting minutes/resolutions and supporting small teams Why this role matters ⭐ Key role in maintaining high-quality client service and operational accuracy ⭐ Exposure to complex structures, accounts oversight, WIP reviews and project work ⭐ Ideal for someone proactive, professional and motivated by relationship-led service excellence

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