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FTC Account Manager

Job Ref: LF 28590
Leapfrog Jobs

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, please call 01481 711188 or email [email protected]. Alternatively, to apply, submit your CV via the Apply Now button below.

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