Senior Associate Private Clients
Isle of Man
Permanent
Our client is looking for a Senior Associate to join their Private Clients team.
Role: To provide support to the Team Leader in administering a portfolio of clients whilst adhering to the Company's Client Service standards. To assist the Team Leader in meeting monthly financial objectives and key performance indicators.
Key Responsibilities:
This list of duties is not exhaustive and may change from time to time according to business needs.
- Administers a portfolio of more complex / higher value accounts with a lesser degree of supervision.
- Liaises directly with clients and professional advisers in relation to 'business as usual' administration matters including drafting and issuing routine correspondence & e-mails without prior approval by team leader / relationship lead.
- Appreciates fully such matters that should be referred to the appointed team leader or relationship lead e.g. complex or unusual transaction requests, fee issues, service complaints etc.
- Assist the team leader in achieving the team revenue targets via the accurate recording of time in timesheets, assisting with cash collection and managing debtors for allocated client list.
- Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV.
- Ensure compliance with company standards, policies and procedures
Key Skills and Experience:
- 3 to 4 years' experience in the CSP industry - Essential
- Studying for a relevant professional qualification - Desirable
- Should have a basic knowledge of tax compliance issues - Desirable
Personal attributes
- Able to work on own initiative
- Team player
- Excellent communication skills
- Attention to detail
- Good organisational skills
Your specialist: Debbie Amankwa
Quote job ref: 11883
Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.