Senior Client Officer

1 week ago


Isle of Man, United Kingdom Apex Group Full time

**Employment Type** Permanent

**Role & Key Responsibilities**:
In this role, you’ll be heavily involved in our delivery for key clients for the group. You can expect in this role to:

- To provide 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 client expectations.
- Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager & Director responsible.
- Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team.
- Actively support the Manager in the training and development of the team to build and develop their knowledge and enhance their career and promotion prospects.

As with any role level within our business, we are dedicated to the development of all our staff.
- To hold or to be actively working towards a professional qualification recognised by the FSA.
- An excellent understanding of trust and company administration.
- A good understanding of applicable laws and legal & regulatory concepts
- Self-motivated.
- Proven analytical and problem-solving abilities.
- Exceptional communication and customer service skills.
- Experience working in a team-oriented and collaborative environment.
- Act as a role model for other team members and others within the business.
- High standard of oral and written communication skills, to allow effective communication with colleagues at all levels.
- The ability to work within allocated deadlines and according to instructions and Company procedures.
- Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements.
- Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment.
- Ability to multi-task, prioritise workloads and manage timescales.
- A genuinely unique opportunity to be part of an expanding global business and to grow with the business
- Exposure to all aspects of the business
- Working directly with an external client portfolio, maintaining client relationships
- Opportunity to manage a team and people management
- Getting involved in business development

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

Posting date: 26/05/22
PID: 8661



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