Senior Client Services Officer

Purpose of the role:

To be responsible for and administer a portfolio of companies, trusts and private funds and provide a good level of professional service in accordance with the policies and procedures and local regulatory requirements

Responsibilities:

• Complete timesheet and ensure accurate time capture resulting in correct timely billing
• Assisting and supporting administrator in dealing with more complex client issues and problems
• Liaise with the client Accounting department to handle any issues or queries
• Maintain good corporate governance practices for the portfolio of companies and trust clients
• Ensure adherence to internal policies and procedures and AML obligations
• If required, attend and travel for client related meetings

Skills required:

• Minimum of 3 years experience in the Trust and Fiduciary services industry
• Table 4 qualification