Fiduciary - Senior Associate Client Services, Permanent Job, Isle of Man

Mid Senior Level

Job Description

Our client, a global fiduciary provider, is looking for a Senior Associate to join their Client Services team.

The Role...

You will provide support to the team leader in administering a portfolio of clients whilst adhering to client service standards. You will assist the team leader in meeting monthly financial objectives and key performance indicators, as well as:

Administer a portfolio of more complex/higher value accounts with a lesser degree of supervision
Liaise directly with clients and professional advisers in relation to “business as usual” administration matters including drafting and issues routine correspondence & email without prior approval by team leader/relationship lead
Assist the team leader in achieving the team revenue targets via the accurate recording of time in timesheets, assisting with cash collection and managing debtors for allocated client list
Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV

About You...

You will have proven experience in the CSP industry alongside:

Studying or holds a relevant professional qualification
Basic knowledge of tax and compliance issues
Ability to work on own initiative

The Reward...

The successful applicant will receive:

Competitive salary and benefits package
Full time, core business hours


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