Client Services Associate

We have an outstanding opportunity for a Client Services Associate with our client, a leading presence in the trust sector. In this pivotal role, you will take charge of managing and mentoring a team of trust administrators while expertly handling a varied portfolio of international trusts and corporate entities. This is a dynamic position that offers global exposure, a chance to work on high-net-worth business, and involvement in client development initiatives.

Key Skills and Attributes

• Fiduciary Expertise: A strong background in fiduciary services, with proficiency in managing complex trust and corporate structures.
• Client Development: Exceptional networking and client relationship management skills, including the ability to identify and develop new business opportunities.
• Advanced Technical Skills: Capability to interpret legal, tax, and investment advice effectively and apply this knowledge to client structures.
• Leadership and Mentorship: Demonstrated ability to motivate, coach, and lead team members by example, fostering collaboration and high-quality service delivery.
• Organisational Strengths: Strong organisational and time management abilities to handle a diverse range of administrative tasks efficiently.
• Interpersonal Communication: Excellent communication skills to liaise effectively with settlors, beneficiaries, and intermediaries.
• Entrepreneurial Spirit: Proactive ownership of tasks, a focus on service excellence, and an eye for business opportunities.
• Preparedness to Travel: Willingness to attend client and intermediary meetings both locally and globally.

If you’re ready to take on this dynamic and influential role, we’d love to hear from you. Join our client’s team to excel in a challenging, rewarding, and globally engaging environment.

More information about this role is available upon request – contact the team today for further details.