Job Description
We are looking for a Client Services Officer to join a friendly and dynamic team at a leading independent provider of fiduciary and corporate services.
This role offers the opportunity to manage a diverse portfolio of trust and company clients, ensuring high-quality service and operational excellence.
Responsibilities include:
- Managing client and entity records, ensuring compliance with statutory requirements.
- Preparing trust and corporate setup documents and drafting bank instructions.
- Acting as an authorised signatory and reviewing work prepared by the team.
- Engaging with intermediaries and advisors, while identifying business development opportunities.
You should be a proactive and detail-oriented professional with around 4 years’ Trust experience, a B signatory, and possess the ability to manage your own portfolio.
If you thrive in a fast-paced environment and are motivated by delivering excellent client service, we'd love to hear from you! For more information please contact Marcel on 01481 714634 or email info@firstcall.co.gg