Assistant Manager

Isle of Man

Permanent

Our client seeks an Assistant Manager to join their team.

Role Profile: Responsible for a portfolio of clients, ensuring that assigned duties are carried out accurately and efficiently.

Key Responsibilities:

Ensuring the smooth running of a client portfolio
Handling of all client communication in respect of the portfolio
Establish and develop close relationships with existing clients
Ensuring full compliance of all client related matters, always promoting adherence to policies and procedures
Initial onboarding of clients before being placed into a portfolio
Establishing and maintaining close working relationships with internal stakeholders to ensure a seamless client experience
Ensuring correct entry and administration of client entity data in the database, currently Viewpoint
Overseeing and arranging the correct billing of all clients

Key Skills and Qualifications:

STEP or CGI qualification (or equivalent to)
5+ years' experience in a Company & Trust environment with a strong relationship management focus
An in depth understanding of the regulatory environment
Self-driven, who is proactive and dedicated to excellent client service
Able to take accountability and responsibility for their own personal development
Excellent communication skills with the ability to seek information in a concise way
Ability to work under pressure and to tight deadlines
Professional and values driven

Your specialist: Angie Westmorland

Quote job ref: 15882

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.