We are working with a growing professional services organisation seeking an experienced Client Services Manager to join a busy and expanding client services team. This is an excellent opportunity for a dynamic Manager with strong local experience across private client and family office structures, who is confident making fiduciary decisions, managing complex client requirements and supporting a senior Director in the delivery of their responsibilities.

KEY RESPONSIBILITIES: 

• Manage a portfolio of private client and family office structures, ensuring a consistently high standard of client service and administration
• Support the Client Services Director in the effective delivery of their portfolio and wider client responsibilities
• Act as a B-level signatory
• Attend, chair and minute client and fiduciary meetings, ensuring decisions and actions are accurately recorded and followed through
• Provide oversight and guidance on the administration of trusts, companies and other private client structures
• Manage a high volume of transactions, ensuring all matters are processed accurately, efficiently and within required timescales
• Review and approve transactions and documentation within delegated authority
• Ensure client structures are administered in accordance with relevant legislation, regulatory requirements and internal procedures
• Maintain a strong understanding of the systems, processes and controls required to effectively administer complex family office arrangements
• Identify and escalate potential risks, regulatory issues and client matters appropriately
• Build and maintain strong relationships with clients, intermediaries and professional advisers
• Line-manage and support a Senior Administrator, providing direction, coaching and development to ensure high standards of performance
• Manage competing priorities effectively within a busy team environment, maintaining exceptional attention to detail
• Contribute to process improvements and wider initiatives as the business continues to grow
• Support the development and growth of the private client and family office offering

QUALIFICATIONS AND EXPERIENCE:

• Proven experience at Manager or Assistant Manager level within a trust, fiduciary, private wealth or family office environment
• Strong local experience in Jersey across private client and family office structures is highly desirable.
• Strong technical knowledge of trust and company administration, fiduciary governance and regulatory requirements
• Experience managing complex private client structures and high-value or sensitive transactions
• Previous experience acting as a signatory and making fiduciary decisions within delegated authority would be advantageous
• Experience attending, managing and minuting trustee or fiduciary meetings
• Proven people-management or supervisory experience, including the ability to support and develop junior team members
• Strong understanding of the systems, processes and controls required to administer family office arrangements effectively
• Relevant professional qualification, such as STEP or ICSA, would be advantageous

SKILLS AND ATTRIBUTES:

• Strong communication and relationship-building skills
• Able to remain calm and effective in a high-volume, fast-paced environment
• Must be Entitled or Entitled to work in Jersey