Client Accounts Manager
Job Ref: LF
28365
Are you an experienced financial professional ready to take on a leadership role in private wealth and corporate administration? As a Client Accounts Manager, you’ll lead the Client Accounts Team while managing your own portfolio of complex clients.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Managing a small portfolio of complex client accounts while overseeing the team’s broader portfolio.
Reviewing financial statements to ensure compliance with relevant standards.
Ensuring accounts for client entities administered in Guernsey are prepared in line with regulatory deadlines.
Overseeing bookkeeping functions performed internally or outsourced to Malta, ensuring timely completion.
Collaborating with the Head of CRS/FATCA reporting to ensure accurate and timely submissions.
Allocating and monitoring both regular and ad hoc client reporting.
Liaising with clients and their professional representatives on accounting-related matters of varying complexity.
Conducting quarterly accounts billing for clients.
Attending client meetings and providing expert insights as requested by the client relationship director.