Client Services Executive

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-19454
Job Location: Guernsey

As a Client Services Executive, you will provide essential operational and administrative support to Relationship Managers and their clients.
This is a varied role requiring strong technical and organisational skills, combined with excellent communication abilities. In addition to supporting client relationships and relationship management activities, you will be responsible for account opening and client onboarding, transaction and operational support, post-transaction and ongoing reviews, corporate actions and reporting, and account maintenance.

Applicants should have excellent written and verbal communication skills, with a strong client-focused mindset. Strong problem-solving abilities, excellent organisational skills, and high attention to detail are key to success in this role. A regulatory-approved Level 4 qualification is desirable, or a willingness to work towards achieving one.

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