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Client Relationship Manager

Guernsey

Full Time
Permanent
Agency Listing
Project Management
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

Seeker Insight

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