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Senior Trust Officer - Private Clients (Contract)

Purpose of the role:

You will be responsible for supporting a set of Private Wealth client relationships and manage day-to-day 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 team’s 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 provide day-to-day assistance, advice and support

Skills required:

  • Good knowledge of software packages, i.e. Microsoft Office
  • Good knowledge of relevant regulatory requirements and standards
  • Good written and verbal communication
  • Customer service oriented with a passion for consistently exceeding client expectation

Private Client

914

 

Private Client

914

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