Client Services Manager

Job Reference: 32215
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking an experienced Client Services Manager to oversee the day-to-day operations of a portfolio of high-risk trust and company clients. The role involves managing client relationships, ensuring regulatory compliance, and maintaining high-quality fiduciary and corporate services. This position offers the opportunity to work with a dynamic management team and contribute to a reputable and independent organisation.    Job Duties: Manage client relationships, including attending meetings and addressing queries from clients, beneficiaries, and settlors. Liaise with intermediaries and advisors to ensure effective communication and service delivery. Review trust and corporate documents, including settlement instruments, letters of wishes, and memorandum and articles of association. Prepare and review minutes, corporate authorities, shareholder resolutions, and statutory returns. Maintain and update statutory records, both electronically and in paper-based formats. Collaborate with the finance team on bookkeeping, financial record maintenance, and invoicing. Actively contribute to a designated committee in your area of expertise, such as tax, investments, or virtual assets. Ensure compliance with statutory, regulatory, and best practice guidelines in line with company policies and procedures. Pursue business development opportunities and enhance the company’s profile within the industry. Support the efficient running of the office and ensure client administration needs are met in a timely and professional manner. Job Requirements: STEP-qualified (or equivalent). Approximately 10 years of experience in the industry, including handling complex and high-risk cases. Strong understanding of tax regulations and requirements, including FATCA and CRS. Proven ability to manage caseloads independently. Experienced in working as an authorised signatory. Strong business acumen with the ability to lead and deliver on projects.   What You’ll Love:Our client is a well-established and independent fiduciary and corporate services provider with a commitment to excellence, client service, and building long-term relationships. With a dynamic management team and an experienced Board, this role offers a supportive and professional work environment, with opportunities to make a meaningful impact. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here 

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