Customer Service Executive, Personal & Premium Banking

We are looking for a new member of the Client Service team who will provide assistance for dealing with our clients daily banking requirements.

Your responsibilities will include:

• Assisting with day-to-day client service.
• Receiving instructions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions) from clients and carrying these out.
• Communicating with clients to resolve queries, carrying out call backs and arranging online banking activations.
• Providing assistance to other team members during busy times
• Identifying opportunities to cross and up sell the banks products and services, and work with Relationship Managers to convert these leads
• Being aware of, and actively contributing towards the bank’s financial targets and the revenue of your clients.
• Assisting with projects and large-scale system tasks that may arise.
• Ensuring that all relevant and current rules, regulations and Bank policies are adhered to in respect of your clients.

Your qualifications and skills include:

• Strong written and verbal communication skills.
• The ability to work collaboratively within a team
• Proficient IT skills
• Keen interest in banking and learning about products/services
• Experience in any banking role (desirable but not required)
• A pro-active approach to suggest new ideas/innovation/process changes
• Ability to think outside of the box and enthusiasm for change and the unexpected.

JOB PROFILE TRUST ACCOUNTANT

Service Desk Analyst

Who we’re looking for *

We are looking for a dynamic and Detail-oriented IT Service Desk Analyst to provide technical support to end-users while managing IT hardware inventory. This role ensures smooth IT operations and efficient stock management, ensuring that IT equipment and assets are properly tracked, maintained and available when needed.

Why we need you *

We’re on a mission to create extraordinary experiences for our customers, and we believe that your unique skills, passion and superdrive will help us achieve our vision.

 having a dedicated resource who understands both IT infrastructure and product specifications ensures compliance with industry standards, such as SOX, while maintaining data integrity and security. This synergy between the two areas enhances collaboration, drives innovation, and supports the organization’s overall goals.

What you’ll be doing

As part of your role, your responsibilities will include:

• Provide first-line Technical Support
  • Support of Hardware and Software Support
  • Support of Network related issues in office
• Respond to and resolve IT support tickets
  • Support Via Phone, Email and in-person
  • Escalate complex technical issues to appropriate teams
• Document issues, Solutions, and best Practices
  • Update IT Knowledge base
  • Ensure IT security compliance (ISO/SOX)
  • Follow the JML process for all users
• Manage IT asset inventory
  • Ensuring accurate tracking of all IT Equipment and accessories
  • Monitor stock levels and or IT supplies as needed
  • Receive, inspect and Log new IT equipment

This job description is not intended to be an exhaustive list of responsibilities. You may be required to complete other reasonable duties in order to achieve business objectives.

Essential skills you’ll bring to the table *

The necessary skills that we require for this role include:

• Education: Diploma/Degree in IT , Computer science or related Fields, A+, N+ , AZ-900 or MS-900
• Experience: 3 – 5 Years in IT support role
• Technical Skills: Knowledge of Windows, MacOS, Microsoft Azure, Intune and common enterprise Applications, Basic Networking and troubleshooting skills, Experience with IT asset management tools and ticketing systems.
• Soft Skills: Strong Problem-Solving and analytical abilities, Excellent communication and customer service skills, Ability to multitask and prioritize in a fast-paced environment.

Desirable skills you’ve got up your sleeve *

It would be great if you also have some of the following skills:

• Experience with Reporting and Trend Analysis.
• Experience with Video Conferencing Units (e.g. Polycom, Logitech).
• ITIL certified.
• Experience with Intune.

Senior Fund Accountant - Private Equity - Jersey

Reports to Financial Reporting Manager

The purpose of this position is to carry out routine day-to-day accounting of fund structures under the direction of a Financial Reporting Manager.

Key responsibilities:

• Bookkeep a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries as necessary
• Complete all aspects of accounting matters for a portfolio of fund structures, including the preparation, reconciliation and proofing of investor reports, statutory financial statements, and ad-hoc investor queries
• Deal with the completion of routine audit queries
• Prepare periodic bank reconciliations and provide supporting documentation evidencing transactions
• Maintain accurate records and Microsoft Excel working paper schedules for all aspects of accounting
• Deal with the preparation and reconciliation of periodic direct and indirect tax returns
• Act as a mentor to junior staff under the supervision of senior staff
• Get involved and play an active part in supporting with ongoing and new strategic projects

Skills, knowledge, expertise:

• The candidate will be expected to be part qualified with a relevant professional qualification (preferably having commenced ACCA Professional level or ACA Advanced level)
• Previous industry experience 
• Strong financial services experience (to be supported through the Aztec Academy)
• Experience of listed funds would be advantageous
• Computer literacy skills are essential

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Role Description – Senior Manager

Reporting:   Director

Mission:   Responsible for the overall management of an administration team of between 5 – 10 staff combined with responsibility for client services.

Detailed Responsibilities:

• Principal responsibility for a Trust Team of between 5 – 10 Trust Personal.
• To recruit, manage, motivate, develop and appraise staff so that their individual and collective performance meets current and future needs of the business.
• Principal responsibility for direct contact with prime clients, including the development of excellent relationships with these clients, relationship managers, investment advisers, asset managers, bankers, and other professional advisors.
• Client servicing involving international overseas travel to visit existing clients, professional firms or other companies and Relationship Managers and business development when opportunities arise.
• To pro-actively manage the profitability and debtor status of the client cases in the team.
• Ensure adherence to policies and procedures.
• May act as a Director of Client Companies and will hold the position of “A” Authorised Signatory.
• Maintain a very wide knowledge and understanding of international tax and inheritance laws, investments markets and other international business matters.
• Attend management meetings and have input into establishing and revising procedures and policies, proposing ways to enhance profitability and productivity.
• Review and manage integrity of new business flow into the team.
• Review and manage risk relating to client cases with the team.

Performance Measures:

• Delivering Business Results
• Managing the Customer Relationship
• Leading Others
• Influencing
• Planning and Control
• Making Good Decisions
• Making Change Work

Required skills

• Relevant Technical Qualifications (STEP, ICSA, CIB, Trustee Diploma)
• Previous board experience or acted as a director of client companies
• People management skills
• Organisational skills
• Delegation skills
• Presentation skills
• Marketing skills
• Computer literate
• CRS/FATCA

Education and / or Experience

Preferred

• Sound academic background
• Must have at least 10 years’ experience in management within the Trust industry
• Relevant Technical Qualification (STEP, ICSA, CIB)

Competencies

• Behavioural

• Acts as a role model for trustworthiness, integrity, and respect for others.
• Fosters open communication on all issues, in all situations and with all people.

• Technical

• Takes responsibility for managing client relationships, ensuring the business and clients gain maximum value from those relationships.
• Focuses attention and team resources to meet business goals, establishing targets, priorities, and objectives for team members.
• Looks for ways to meet and exceed challenging performance standards and targets, setting personal goals at or beyond business expectations.
• Thinks “outside the box” and converts ideas and possibilities into practice to create value for the business and gain competitive advantage.
• Provides encouragement and opportunity for people to generate innovative ideas and initiatives, championing their implementation.
• Uses knowledge of individuals’ strengths, interests a development needs to develop their capabilities and contribution to the team.

Senior/Administrator, Global Capital Markets
Location: Jersey or Guernsey
Schedule: Monday to Friday 35 hours per week
Hybrid/On-Site
Vacancy type: Permanent

The Position:

As the largest Capital Markets administration team in Jersey, we are composed of two dedicated teams of Administrators and an Accounting team. With strong growth across all sectors of our client portfolio, we are expanding to support this continued client demand and are actively recruiting.

We are experts in all aspects of debt capital markets, handling everything from standalone note issuance SPVs to multi-programme issuers, including asset-backed securities, synthetic securitization, and structured finance across multiple jurisdictions. In addition, we provide debt listing services on various exchanges (TISE, LSE, Euronext) and manage ongoing compliance for SPVs with listed debt. Our services also include a range of escrow and cash administration solutions. Each of our administration teams manages its own portfolio, covering both individual clients and large corporate structures. 

As a Senior Administrator, you will oversee the management of various clients within your portfolio. Your responsibilities may include client onboarding, setting up charitable trusts, incorporating companies, processing transactions, and handling all corporate secretarial tasks throughout the life cycle of a special purpose vehicle (SPV), from establishment to dissolution. You will also be expected to contribute to the development of Administrators and Trainees within the team by appropriately delegating tasks and offering necessary training

Some of the things you will be doing:

• Be responsible for the administration of a portfolio of structures and ensure clients are managed effectively including:
  • Preparation of board packs, minutes of meetings & resolutions
  • Attendance at board meetings
  • Review and comment on legal documentation
  • Review of financial statements and liaise with accountants and auditors
  • Prepare documentation for incorporations & dissolutions to include all associated onboarding (risk and due diligence) & offboarding requirements
  • Preparing payment packs
  • Ensure client records are updated with all correspondence on a daily basis
  • Produce and submit all statutory returns
• Work with your team members to manage your client portfolio, providing guidance using our internal processes
• Pro-actively take on additional responsibilities and administration tasks to support your manager and our clients
• Develop to become an expert in technical matters and share this knowledge with members of your team
• Our orphan SPVs are all owned by charitable or purpose trusts and your role will also include trust administration, including the processing of annual charitable distributions
• Maintain client documents with integrity and confidentiality
• Communicate openly with clients
• Be responsible and approachable when given tasks by other team members and delegating your own client work
• Suggest new ideas on how to improve the efficiencies of various daily tasks as you see them
• Take care and establish good relationships with all clients, intermediaries, suppliers and colleagues 
• Drive personal development using all resources available at CSC 
• Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced

What technical skills, experience, and qualifications do you need:

• Be able to deal with tasks independently & use own initiative
• Must be committed and driven to achieving excellence for themselves and their clients
• Confident communicator with both clients and colleagues 
• Strong academic background and hold or be studying towards an appropriate professional qualification
• Be proactive and forward thinking
• Studying towards professional qualification i.e. ICSA/ STEP