Client Relationship Officer

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8086

LIVE

We have a fantastic new opportunity for a Client Relationship Officer to join a leading wealth solutions company in Guernsey.

 

Key duties will include:

  • Responsible primarily for the day-to-day administration of a variety of trust and company structures
  • Knowledge and understanding of new client set-up and collation of relevant CDD/ECDD
  • Liaison with Line Manager in order to prepare correspondence for individual clients, intermediaries, other professional advisers or organisations, as required
  • General administration including the maintenance of accurate database and file records
  • Ensuring compliance with appropriate internal, professional and regulatory standards
  • Organising and prioritising workload in order to meet strict deadlines

 

More information about this role is available upon request – contact the team today for further details.



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