Client officer
7 months ago
- Where relevant assist with the mentoring and guidance of less experienced colleagues, providing feedback and input to appraisals where required;
- Maintain accurate reports of time spent on time billing modules, on a daily basis;
- Ensure knowledge of, and compliance with, Apex’s policies and procedures as amended from time to time.
- Take responsibility for own performance and assist wider team, maintain awareness of client requirements and expectations by liaison with clients, dealing with any negative feedback and escalating to the manager / senior manager to agree, and assist with the appropriate actionsCore skills required Ability to speak and understand English CV Required Keyboard Skills References
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Client Compliance Officer
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55720ContractPermanentHoursFull TimeSalaryNegotiableIf you were already in this Client Compliance Officer role, here are some of the areas you would have been working in this week: Monitoring compliance of the relevant registered person’s compliance with legislation...
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Senior Manager
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...
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Manager - Private Clients & Family Office
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55713ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a...
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Director - Private Clients & Family Office
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55715ContractPermanentHoursFull TimeSalaryNegotiableSummary of role Lead and develop client relationships Grow revenue through growth activities on existing clients and through intermediary network Serve as director on client companies Act as an authorised signatory...
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Director, Client Accounting
6 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time**Department**: Private Wealth **Reports to**: Head of Private Wealth **Responsibilities**: Overall responsibility for leading the Client Accounting function in Guernsey in relation to the outsourced model, managing smooth interactions between the Private Wealth administration teams and the outsourced remote team. **Tasks**: - Providing close team and...
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Client Lifecycle Executive
7 months ago
Saint-Helier, United Kingdom Kleinwort Hambros Full timeResidency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55684ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role Provide support to your Commercial business line on all matters related to KYC SME for new client on-boarding, liaising with Clients and Commercial Business Lines...
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Client Compliance Administrator
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55714ContractPermanentHoursFull TimeSalaryNegotiableThe Role: As an Administrator in the Client Compliance Team, you will support the Client Compliance Officers by primarily undertaking compliance monitoring on various fund structures such as Managed Entities/Jersey...
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Client Lifecycle Professional
4 weeks ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout this roleWe are seeking a highly skilled Client Lifecycle Executive to join our team at Kleinwort Hambros.The successful candidate will be responsible for providing support to our Commercial business line on all matters related to Know Your Customer (KYC).This will include:Acting as a Subject Matter Expert (SME) for new client onboarding, liaising with...
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Client Compliance Officer
6 months ago
St Helier, United Kingdom LRI Invest S.A. Full timeThe Apex Group is looking for an experienced Client Compliance Officer. This full-time role is based in Saint Helier and offers a favourable salary and benefits. The Client Compliance Officer role will act as a nominated CO/MLCO/MLRO for several of the Jersey Regulated/Collective Investment Funds/Non-Collective Investment Funds/Jersey Private Funds that the...
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Business Administration Officer
4 weeks ago
Saint Helier, United Kingdom Apex Group Full timeAbout the Role:We are seeking a highly skilled Client Officer to join our team at Apex Group. As a Client Officer, you will be responsible for providing trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with...
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Senior Officer, Funds
6 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full timePerform a wide variety of Fund administration tasks accurately and in a timely manner to support the Company's ever-growing and diversified international client base - Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services - Actively support the Senior Management Team...
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Officer, Funds
6 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time**Office**:Jersey - Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel to client or other IQ-EQ Group office locations from time to time **Department**:Funds & Institutional **Responsibilities**: - Perform a wide variety of Fund administration tasks accurately and in a timely manner to support the Company's...
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Trainee Finance Officer
7 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time**Responsibilities** - Perform a wide variety of assigned Internal Finance administration tasks accurately and in a timely manner to support the Company's ever-growing reporting requirements. - Support in the accurate and timely provision of Internal Finance administration services. - Work collaboratively with the local Finance team and assist all service...
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Saint Helier, United Kingdom Apex Group Full timeWe are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...
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IT Business Partner
6 months ago
Saint Helier, United Kingdom Aztec Group Full time**Reports to the Director of **Technology - Group and Client Services** At the Aztec Group we credit our technology as one of the core ingredients to our award-winning outsourced solutions. These are exciting times across the group - significant growth, change, and investment make it a truly world class opportunity to help shape our organisation for the...
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Strategic Leader
4 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob SummaryWe are seeking a seasoned professional to lead our private wealth and family office practice as a Director.About the RoleIn this role, you will be responsible for developing and maintaining strong relationships with high net worth individuals and their families. You will work closely with clients to understand their unique needs and provide...
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Trust Officer
7 months ago
Saint-Helier, United Kingdom Kleinwort Hambros Full timeResidency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55686ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Maintain Client Relationships. Provide a...
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Closing Case officer
7 months ago
Saint-Helier, United Kingdom Kleinwort Hambros Full timeResidency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55689ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role The closing case units’ purpose is to support the business unit and complete the day-to-day activities involved in the closing of client structures once a formal request...
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Office and Admin Manager
7 months ago
Saint-Helier, United Kingdom Brand Champions Full timeResidency5 years residency NOT requiredEmployerBrand ChampionsClosing date28 March 2024Reference55975ContractPermanentHoursFull TimeSalaryNegotiableThis role is a combination of managing the diaries of a busy growing business scheduling meetings, travel and capturing actions alongside managing clients, expenses and ensuring a smooth place to work. You would...
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Officer, Business Compliance
5 months ago
Saint-Helier, United Kingdom Standard Bank Group Full timeJob Description To execute Compliance Risk Management processes and activities within a specific Client Segment or Functional area, to ensure that the area is undertaken in a compliant manner to avoid operational losses, fines, penalties or reputational damage to the organisation and enable the competitive advantage of the organisation. ...