Temporary / Contract Jobs in Guernsey

Temporary Account Manager

Job Ref: LF 19790
Posted: 2018-03-05
Leapfrog Jobs

Our client, a provider of financial management and investment solutions, requires a Temporary Account Manager for a period of 6 to 9 months.


Guernsey, Channel Islands


Building trusted client relationships through engagement, effective communication and actions.
Responding to client instructions and queries immediately and within 24 hours.
Informing clients of any substantive changes to processes and procedures.
Monitoring cash positions and overdrafts.
Facilitating client’s ability to use online applications.
Working proactively with clients to minimise risk and anticipate needs.
Escalating client concerns in a timely and accurate manner.
Assisting the Relationship Manager with client service review meetings, including the preparation of presentations and distribution of agendas.
Preparing call reports in conjunction with the Relationship Manager within 48 hours of the meeting.
Following up with internal parties on any queries or issues which arise from meetings.
Maintaining all documentation and client files.
Coordinating all requests from clients with regard to account opening/closing, global markets and authorised signatories.
Updating Service Level Descriptions and Account Sheets as appropriate.
Raising requests to remove or add users for online client system and maintain a list of users.

Skills / Qualifications

The ideal candidate will have direct experience in interacting with demanding clients or prospects and meeting their needs, as well as a good understanding of the fiduciary industry. To be able to perform under pressure and be flexible and adaptable when approaching tasks is highly desirable. This role will suit an organised, self motivated and client focused individual who demonstrates excellent communication, time management and prioritisation skills, whilst also working well as part of a team.

How To Apply

For further details please call 711188, or email jobs@leapfrogjobs.com
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