Job title: Assistant CRM, Fund Services
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Functional Expertise: Funds Trainee & Graduate
Skills: Guernsey Full Time Permanent Fund Administration Trainee
Salary type: Annual
Location: Guernsey
Job published: 02/09/2025
Job ID: 61298
Contact name: Kate Lister
Phone number: +441481714634
Contact email: kate@firstcall.co.gg

Job Description

We are supporting a growing financial services firm in Guernsey in their search for a dedicated and detail-oriented Assistant Client Relationship Manager.

This role offers the opportunity to work closely with a diverse portfolio of clients, supporting senior team members in delivering professional, high-quality services.

Responsibilities include:

  • Assisting in the management of client portfolios, including funds and corporate structures, and supporting board meetings.

  • Processing payments, maintaining trackers, logs, and reconciliations.

  • Drafting board agendas, minutes, resolutions, and collating documentation.

  • Liaising with clients, Directors, and third-party professionals to ensure compliance and smooth operations.

You will have strong communication, interpersonal, and organisational skills together with integrity, discretion, and professionalism in all interactions. You should also have a proactive “can-do” attitude with the ability to manage multiple deadlines and the ability to be adaptable and resilient, with a positive, team-oriented approach. You should also be familiar with Microsoft Word, Excel, and Outlook.

Take the next step in your career within a growing and professional environment and pply with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg for more information.