Assistant Manager, Private Clients

Reposted 2 Days Ago
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Hiring Remotely in New Jersey
Remote
Mid level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world.
The Role
Manage a portfolio of trust structures for wealthy clients, provide mentorship, improve operational efficiencies, and build client relationships.
Summary Generated by Built In
Job Description
Assistant Manager - Private Client
Location: Jersey
Department: Private Client
Contract Type: Permanent, Hybrid/Onsite
35 hours per week
About the Role
We're looking for an experienced Assistant Manager to join our Private Client team in Jersey. This specialist team supports wealthy families, family offices, and owner-managed businesses. You'll manage a portfolio of trust structures and play a key role in delivering high-quality service, mentoring junior team members, and driving operational improvements.
This role suits someone with strong technical knowledge of trust structures, a proactive mindset, and a collaborative approach.
Key Responsibilities
  • Client Portfolio Management: Work closely with your team to manage a portfolio of private clients across a variety of structures.
  • Technical Expertise: Act as a subject matter expert on trust structures and stay up to date with relevant legislation and regulatory requirements.
  • Client Relationships: Build and maintain strong relationships with clients, colleagues, and business partners, communicating openly and professionally.
  • Operational Efficiency: Identify and implement ideas to improve daily task efficiencies and support financial processes including aged debt review and cash collections.
  • Team Support: Mentor and supervise junior team members, offering guidance and support.
  • Commercial Awareness: Identify cross-selling opportunities across service lines and jurisdictions.
  • Time Management: Ensure accurate time recording for client matters to support billing and recovery.

Your Profile
  • Proven experience in a similar trust administration role
  • Studying towards or holding a relevant professional qualification (e.g. CGI, STEP or equivalent)
  • Able to work independently and use initiative
  • Strong academic background
  • Proactive and forward-thinking
  • Broad understanding of fiduciary products

About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC®, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions.
  • CSC is a great place to work with smart and dedicated people.
  • We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work.
  • We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
  • As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

Top Skills

Fiduciary Products
Regulatory Requirements
Trust Structures

What the Team is Saying

Angie
Mary Ellen
Luke
Nikhitha
Ron
Jill
George
Kitty
Halley
Audrey
Steve
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The Company
HQ: Wilmington, DE
8,500 Employees
Year Founded: 1899

What We Do

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Why Work With Us

CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.

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CSC Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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