Client Service Coordinator, Family Office

3 weeks ago


St Peter Port, United Kingdom AP Group Ltd Full time

Job Title: Client Service Coordinator, Family Office

Job Summary: We are seeking a highly organized and detail-oriented Client Service Coordinator to join our Family Office team. The successful candidate will provide administrative support and relationship management to a small client portfolio with low levels of transactions.

Key Responsibilities:

  • Provide exceptional client service and support to a small client portfolio
  • Manage client relationships and communicate effectively with clients and internal stakeholders
  • Process and manage client transactions and paperwork
  • Assist with the preparation of client reports and other documentation

Requirements:

  • Minimum 2 years' experience in a similar role
  • Working towards a professional Table 5 qualification (ICSA or equivalent)
  • Positive, driven, and energetic individual with excellent communication skills

AP Group Ltd is an equal opportunities employer and welcomes applications from all qualified candidates. Please note that we can only accept candidates who hold a local residential qualification or have lived in Jersey continuously for at least the last 5 years.



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