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Officer – Private Wealth (Contract)

REF: 346 | Trust Administration |
  • Location: St. Helier
  • Type: Contract
  • Job #346

Purpose of the role:

You will be responsible for supporting a set of Private Wealth client relationships and manage day-today service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

Responsibilities:

  • Support the ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts
  • Serve as a primary or general point of contact for your or teams client relationships and ensure client satisfaction
  • Support the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded
  • Ensure all work performed is invoiced on time and in line with client contracts
  • Support relationship managers and the finance function for any outstanding client debt
  • Work with your team to ensure you build and maintain strong relationships with clients as well as other teams and provides day-to-day assistance, advice and support
  • Ensure you maintain the appropriate level of technical expertise, qualifications and experience to provide the Service and ensures this remains up to date through CPD
  • Where appropriate promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the relationship managers and achieve contract extensions or additional business within the account(s)
  • Support head of Service delivery for the function to ensure the improvement of total service delivery to clients
  • To participate and be involved in both regional and group initiatives and projects relevant to the Service where appropriate

Skills required:

  • Ideally 2 years relevant experience Ideally to hold or willing to study towards a JFSC Table 5 qualification
  • Relevant professional qualification, ideally A level or equivalent
  • Good written and verbal communication
  • Customer service oriented with a passion for consistently exceeding client expectation
  • Good knowledge of software packages, i.e. Microsoft Office
  • Good knowledge of relevant regulatory requirements and standards

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