01481 722817
team@itchyfeet.gg
Itchyfeet Recruitment Agency is one of the largest financial and commercial recruitment agencies in the Channel Islands. We have developed a successful reputation from our professionalism and excellent client servicing. We offer our clients a cost-effective financial recruitment and payroll solution.
Back to ResultsOur client is seeking a Temporary Account Manager to join their Client Services team on a six-month contract. This full-time role involves supporting the day-to-day servicing of a portfolio of private clients, working closely with Relationship Managers to ensure the smooth delivery of operational and administrative services. The successful candidate will demonstrate strong interpersonal skills, attention to detail, and a collaborative approach to client relationship support within a financial services environment. Job Duties: Deliver daily servicing of a private client book in collaboration with the Relationship Manager Coordinate new client onboarding processes and ensure compliance with internal procedures Process client instructions such as payments, security trades, FX, deposits, corporate actions, and data amendments Liaise with internal departments to ensure timely and accurate execution of client requests Identify opportunities for cross- and up-selling the organisation’s products and services, working with the Relationship Manager to develop and track leads Handle daily client communications and general enquiries Support clients with online banking setup and technical assistance Assist colleagues during peak periods or when additional support is required Contribute to projects and large-scale system updates as needed Support client periodic and trigger risk reviews to help identify and resolve KYC/AML shortfalls Job Requirements: Proven experience in a client-facing role within financial services Excellent interpersonal and communication skills Ability to build and maintain effective relationships in support of the Relationship Manager Strong organisational skills and attention to detail Competent in Microsoft Outlook and other business IT systems A proactive and collaborative team player What You’ll Love:This is a fantastic opportunity to join a respected client service team and gain valuable experience in private client account management. You’ll work in a fast-paced, supportive environment where your communication skills and attention to detail will make a real impact. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
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