Senior Case Resolution Specialist

1 month ago


Saint Helier, United Kingdom Kleinwort Hambros Full time
Role Overview

The Closing Case Unit plays a crucial role in supporting the business unit and completing day-to-day activities involved in closing client structures once a formal request for action has been received.

The unit is responsible for all activities, both business as usual (BAU) and closing related, where the client has given clear instructions to transfer assets to another service provider or wind up and distribute assets.

The Closing Case Unit works closely with the KH Group Trust Contentious and Closing Cases Manager to manage internal and external stakeholders involved with closing structures.

Providing management information to the Executive Trust Committees and the Board when required.

Key Responsibilities
  • Support the business unit in closing client structures
  • Manage all activities related to closing, including BAU and client instructions
  • Work closely with internal and external stakeholders to manage closing structures
  • Provide management information to the Executive Trust Committees and the Board


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