Senior Client Officer
Description
Apex Group is looking for a Senior Client Officer.
As a Senior Client Officer, you will provide Custodian and Trustee administration services, including progressive client contact, to a range of regulated collective investment funds and private wealth portfolios professionally and following regulatory requirements, service levels and company standards to meet with client expectations.
To give you an idea of how this Senior Client Officer role would look and feel, here are some of the things you could expect to do:
- Assist with the mentoring, development and coaching of less experienced team members, providing feedback and having input to appraisals
- Support the manager with delegating work to less experienced staff whilst retaining responsibility, giving clear instructions and timeframes and providing feedback as required
- Ensure that all weaknesses/incidents identified concerning service delivery are reported to a Manager, recorded, and agreed actions are properly implemented
- Contribute to the production and maintenance of operating procedures for all the entities administered
To apply for this Senior Client Officer role, your soft skills, expertise, and experience should include:
- A good understanding of tax issues (e.g IHT, CGT) concerning all client's portfolios administered to enable you to provide a full service to the client
- An excellent understanding of the relevant legal and regulatory requirements commensurate with responsibilities.
As a vital member of our team and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.
We'd love you to apply for this full-time Senior Client Officer position in Saint Helier, and we're waiting to hear from you. Please contact Apex Group today.
Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 13,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.
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