Client Services Associate

Are you a confident team leader with strong client relationship and networking skills? A well-established trust company is seeking a Client Services Associate to work closely with the Client Services Director, helping to lead the team and oversee trust administration activities.

Key Responsibilities:

• Leading and coordinating the Client Services team to manage trust and company administration
• Overseeing client relationships, team performance, and risk management related to complex or non-routine transactions
• Identifying and developing new business opportunities
• Delivering training initiatives and promoting service quality and best practices
• Administering a portfolio of personal trusts and companies
• Communicating daily with settlors, beneficiaries, and intermediaries
• Providing guidance and mentoring to junior team members

A strong fiduciary background and relevant professional qualifications are essential. You'll also need advanced technical knowledge of trust structures and the ability to interpret and apply legal, tax, or investment advice. Most importantly, you'll be skilled in leading a team to achieve results while maintaining high service standards.

Think this sounds like your next career move? Contact us today to learn more!