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Assistant Manager

Posted on 04 Jul 2025
  • To be advised 
  • Permanent, Full Time
  • Closing in 38 days
  • Search and Select Recruitment Agency

Our client seeks an Assistant Manager to join their team. Role Profile: Responsible for a portfolio of clients, ensuring that assigned duties are carried out accurately and efficiently. Key Responsibilities: Ensuring the smooth running of a client portfolio. Handling of all client communication in respect of the portfolio. Establish and develop close relationships with existing clients. Ensuring full compliance of all client related matters, always promoting adherence to policies and procedures. Initial on-boarding of clients before being placed into a portfolio. Establishing and maintaining close working relationships with internal stakeholders to ensure a seamless client experience. Ensuring correct entry and administration of client entity data in the database, currently Viewpoint. Overseeing and arranging the correct billing of all clients. Key Skills and Qualifications: STEP or CGI qualification (or equivalent to) 5+ years' experience in a company & trust environment with a strong relationship management focus. An in depth understanding of the regulatory environment. Self-driven, who is proactive and dedicated to excellent client service. Able to take accountability and responsibility for their own personal development. Excellent communication skills with the ability to seek information in a concise way. Ability to work under pressure and to tight deadlines. Professional and values driven.
If you have the required skills please apply online at searchandselect.com quoting reference number: 15882.

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