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Assistant CRM, Fund Services

Guernsey

Full Time
Permanent
Agency Listing
Finance
Investments

We are supporting a growing financial services firm in Guernsey in their search for a dedicated and detail-oriented Assistant Client Relationship Manager.

This role offers the opportunity to work closely with a diverse portfolio of clients, supporting senior team members in delivering professional, high-quality services.

Responsibilities include:

  • Assisting in the management of client portfolios, including funds and corporate structures, and supporting board meetings.
  • Processing payments, maintaining trackers, logs, and reconciliations.
  • Drafting board agendas, minutes, resolutions, and collating documentation.
  • Liaising with clients, Directors, and third-party professionals to ensure compliance and smooth operations.

You will have strong communication, interpersonal, and organisational skills together with integrity, discretion, and professionalism in all interactions. You should also have a proactive “can-do” attitude with the ability to manage multiple deadlines and the ability to be adaptable and resilient, with a positive, team-oriented approach. You should also be familiar with Microsoft Word, Excel, and Outlook.

Take the next step in your career within a growing and professional environment and pply with your latest CV or contact Marcel on

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