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Senior Client Service Manager

Guernsey

Agency Listing
Finance
Investments

A brilliant opportunity has arisen to join a high-performing fiduciary team supporting a major institutional client. The successful candidate will play a key role in maintaining service excellence across a varied and dynamic portfolio. Location Guernsey , Channel Islands Duties for this role include, but are not limited to: Managing a portfolio of company and trust structures on behalf of a key institutional client. Acting as a primary point of contact for client and service provider interactions. Preparing and executing minutes, resolutions and authorised documentation. Reviewing financial statements and supporting financial oversight activities. Ensuring client structures remain compliant with regulatory requirements. Maintaining accurate client records and ensuring all filings are completed appropriately. Balancing client expectations with fiduciary risk management and due diligence requirements. Attending and contributing to client and advisor meetings. Acting as an authorised signatory on relevant matters. Identifying areas for operational improvement and supporting process enhancements. Liaising with internal teams to ensure consistency of service delivery. Skills / Qualifications The ideal candidate will have proven experience within a fiduciary or financial services environment, with exposure to complex client structures and institutional clients. They will demonstrate a strong understanding of regulatory requirements and fiduciary best practice, along with excellent communication and organisational skills. A professional qualification such as STEP or ICSA (or working towards) is desirable. The successful individual will be self-motivated, detail-oriented and capable of managing competing priorities, with a proactive and client-focused approach.

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