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Client Officer – Private Clients

REF: 345 | Trust Administration |
  • Type: Permanent
  • Job #345

Purpose of the role:

To perform specialist functions on own allocated caseload, guided as appropriate by a line manager, providing a quality service to meet the needs of both the client and the business.


  • Perform specialist functions on own allocated caseload, only referring unusual or more difficult problems when necessary
  • Enhance and maintain client relationships for own caseload, ensuring a quality service
  • Plan and prioritise own workload and that of immediate colleagues to ensure that target/deadlines are achieved
  • Ensure that client requests are dealt with in accordance with the firm’s service standards
  • Train/ work with less experienced colleagues in the performance of tasks and procedures in given specialisation
  • Contribute to the appraisal of more junior colleagues in unit
  • Build and maintain own technical knowledge in order to keep up to date and relevant
  • Be proactive in recognizing and pursuing opportunities for improving procedures and controls
  • Ensure all bookkeeping is completed in accordance with the guidelines in the DPPM
  • Ensure reconciliations on client base are completed in accordance with the guidelines in the DPPM
  • Record time spent on different client matters accurately
  • Ensure quotes are provided to clients (in accordance with the firm’s standard tariff) for standard tasks
  • Ensure quotes are agreed with the manager for any bespoke or unusual transactions and that clients are kept appraised of the WIP
  • Ensure productivity target achieved on a regular basis (with Manager approving any exceptional requests)
  • Ensure invoices on own client base are raised in accordance with the firms billing cycle as detailed in the DPPM
  • Ensure activities are used, monitored and actioned in a timely manner for self and any ATO’s working on caseloads

Skills required:

  • Client satisfaction
  • Effectiveness in training less experienced colleagues on specific tasks in given specialisation
  • Flexibility in role
  • Proof of working on own initiative

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