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Client Services Staff

Guernsey

Full Time
Permanent
Agency Listing
Finance
Legal

Join a well-respected financial services firm as part of their Client Services team, supporting a diverse portfolio of client structures. This opportunity provides hands-on experience, professional development, and the chance to work alongside experienced colleagues in a collaborative setting.

Location

Guernsey,

Channel Islands

Duties for this role include, but are not limited to:

  • Assisting in the management and administration of client structures across multiple jurisdictions.
  • Processing transactions, payments, and routine client instructions accurately and promptly.
  • Preparing resolutions, correspondence, and documentation for review and approval.
  • Maintaining accurate client records, ensuring all information is up to date and compliant.
  • Supporting relationship managers with queries and client communications.
  • Liaising with banks, advisors, and other intermediaries to coordinate client activities.
  • Assisting with the completion of periodic reviews and compliance checks.
  • Contributing to team initiatives and continuous process improvement.

Skills / Qualifications

The ideal candidate will have some previous experience within financial services, ideally within client administration, fiduciary, or fund operations. Alternatively, they may be a strong administrator seeking to begin a career in this sector. Excellent communication, attention to detail, and organisational skills are essential, along with a proactive and professional approach. A willingness to learn, work collaboratively, and pursue professional qualifications such as STEP or CGI will be highly regarded. This role offers excellent training and career progression opportunities within a supportive team environment.

For a full job description or further information on this role please call , or email .

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