Client Services Officer

Are you a proactive and motivated professional looking for your next challenge? Our client is looking for a qualified Client Services Officer to administer and manage the day-to-day operations of a diverse portfolio of trusts and company clients.

Key duties:

• Maintaining and updating client records
• Ensuring compliance with regulatory guidelines
• Liaison with intermediaries and advisors
• Preparing documentation and drafting bank instructions
• Bookkeeping and client reporting
• Acting as 'B' Signatory

The ideal candidate will have at least 3 years' of experience, hold a relevant qualification, and possess strong technical and client reporting skills.

If you're ready to take the next step in your career, get in touch with our team today!