Accountancy Jobs in Guernsey

Account Manager

Job Ref: LF 19644
Posted: 2018-01-12
Leapfrog Jobs

Our client, a highly reputable private bank is seeking to recruit an Account Manager, for their Client Relationship Management Team.


Guernsey, Channel Islands


Executing client transactions (payments, security trades, foreign exchanges, fixed deposits and corporate actions).
Identifying opportunities to cross and up sell the banks products and services and record the leads in the appropriate database.
Receiving and making client calls to facilitate transactions and resolve queries.
Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork.
Liaising with clients to close any gaps in CDD documentation for both new and existing bank accounts.
Preparing of account closure documentation.
Completing client risk review documentation in accordance with group risk policies for regular risk reviews.
Setting up new accounts on the bank mainframe system (T24) and the relationship management system.
Attending client meetings/service reviews and social events as appropriate.
Reviewing and providing sufficient information to enable closure of overrides on transactions generated by T24 / FIRCOSOFT.
Reviewing E-Services requests and subsequent preparation of E-Services set-up documentation.
Resolving E-Services issues (e.g. forgotten passwords) directly with the client.
Assisting with, co-ordinating projects, and large-scale system tasks that may arise.
Maintaining good relationships with other departments to ensure good turnaround times and effective communication flows.
Carrying out other duties, as required.

Skills / Qualifications

The ideal candidate will be educated to A Level standard or equivalent, with good English and Maths. Candidates will possess considerable experience a similar role. Candidates will possess solid IT abilities, strong organisation and time management in addition to excellent communication skills, both written and verbal. The successful candidate will demonstrate the ability to prioritise tasks, work independently and to strict deadlines. This role will suit a motivated and proactive team player with excellent interpersonal skills.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.