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Client officer - Administrator or Senior Administrator

Apex Group Ltd

Apex Group Ltd

St Helier, Jersey
Posted on Wednesday, July 3, 2024

Description

Client Officer

Apex Group has an exciting opportunity for a collaborative and experienced Client Officer to join our inclusive team. This full-time Client Officer role is based in Saint Helier and offers an attractive salary and benefits package. Being part of a positive and diverse company, there are many exciting ways to get involved.
As a Client Officer, you will provide trust and company administration services, including proactive client contact professionally and by regulatory requirements, service levels and company standards to meet client expectations. You will also administer a portfolio of clients competently and autonomously with the necessary support of other team members.
In your first few weeks in this Client Services role, you can expect to:
  • Assist with the mentoring and guidance of less experienced colleagues, providing feedback and input to appraisals where required
  • Work together as a team, participate in open communication and contribute in meetings, supporting colleagues with a ‘can do’ positive attitude and approach
  • Maintain accurate reports of time spent on time billing modules daily
  • Work effectively and efficiently, and ensure all time charged is reasonable and justified
  • Identify when clients, within allocated portfolios should be billed and work with the Manager responsible to raise an accurate fee note when necessary.
To apply for this Client Officer role, your soft skills, expertise, and experience should include:
  • Exceptional interpersonal and written skills, including oral and written communication skills, to allow effective communication with colleagues at all levels, third-party service providers and clients
  • You will also need knowledge of, and compliance with, Apex’s policies and procedures, as amended from time to time.
As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favorable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.
Don't hesitate to please get in touch with our Apex Group's team today to apply and register your interest in this full-time Client Officer-Administrator position in Saint Helier. We're looking forward to meeting you.
Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 13,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.

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