Senior Associate Private Clients

Isle of Man
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.