Client Services Officer

We are looking for a Client Services Officer to join a friendly and dynamic team at a leading independent provider of fiduciary and corporate services.

This role offers the opportunity to manage a diverse portfolio of trust and company clients, ensuring high-quality service and operational excellence.

Responsibilities include:

• Managing client and entity records, ensuring compliance with statutory requirements.
• Preparing trust and corporate setup documents and drafting bank instructions.
• Acting as an authorised signatory and reviewing work prepared by the team.
• Engaging with intermediaries and advisors, while identifying business development opportunities.

You should be a proactive and detail-oriented professional with around 4 years’ Trust experience, a B signatory, and possess the ability to manage your own portfolio.

If you thrive in a fast-paced environment and are motivated by delivering excellent client service, we’d love to hear from you! For more information please contact Marcel  on 01481 714634 or email info@firstcall.co.gg