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Posted 11 days ago

  • Sector: Funds
  • Job Ref: 39325

This is a fantastic opportunity for a career driven individual to be part for a growing fund and corporate services business where employee development and career growth is fully supported.

As Client Services Officer you will have direct administrative responsibility for a portfolio of clients which may include trusts, companies and other wealth structures and ensure a first class service is provided at all times.

Responsibilities will include:

  • Working with Directors to identify client needs and ensuring tasks are delivered to a high standard and agreed deadlines

  • Identifying and mitigating any risks 

  • Supporting and mentoring junior team members

  • Assisting with transactions  

  • Working with the accounting team and assisting with preparing financial statements

Experience and skills required:

  • Previous fiduciary experience

  • Knowledge of bookkeeping and the ability to bookkeep bank, investment and property transactions

  • Either hold or currently studying towards a relevant professional qualification such as ACCA or ICSA 

  • Flexible approach to tasks and good time management skills 

  • Good interpersonal and relationship building skills 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.