FTC Account Manager
Job Ref: LF
40142
Our client is seeking a proactive Account Manager to support their busy Client Services team on a 6 month fixed-term basis. This role will suit someone with a strong background in financial services, confident client-handling skills, and a collaborative approach to service delivery!
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Delivering daily client servicing across a portfolio of private clients.
Coordinating client onboarding in partnership with the Relationship Manager.
Processing a variety of client instructions including payments, securities, FX, deposits, and static data changes.
Handling general client queries and maintaining regular communication.
Supporting clients with online banking set-up and troubleshooting.
Identifying cross-sell and up-sell opportunities and assisting with lead conversion.
Assisting with trigger and periodic client risk reviews and addressing KYC/AML gaps.
Contributing to team projects and assisting colleagues during peak workloads.
Skills / Qualifications
The ideal candidate will have previous experience in a client-facing role within the financial services sector and excellent interpersonal skills. A strong track record of supporting client relationships and working collaboratively within a team is essential. Proficiency in Microsoft Outlook and other IT systems is required, along with the ability to manage multiple priorities while maintaining attention to detail.How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.