Manager, Private Clients

Posted 6 Days Ago
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Guernsey
3-5 Years Experience
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
The Manager of Private Clients oversees an administration team providing fiduciary services for private wealth clients. Responsibilities include managing team operations, ensuring communication with clients, delegating tasks, and implementing regulatory projects. The role necessitates maintaining service quality and industry awareness while supporting staff development.
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Job Description
Manager, Private Clients
Location: Guernsey
Schedule: Monday to Friday 36.25 hours per week
Hybrid/On-Site
Vacancy type: Permanent
Intro:
The Manager, Private Clients is responsible for a team of administrators providing fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group's Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as a Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading/engaging in any relevant projects that are related to the role. In addition, you should act as an Ambassador for CSC Guernsey, actively participating in business and social events as required.
Some of the things you will be doing:

  • Provide management and control of an administration team ensuring all administration procedures are adhered to and day to day activities are completed in a timely and efficient manner;
  • Proactively seek business efficiencies and/or risk mitigants e.g. procedural or operational improvements;
  • Review regularly with the Assistant Manager/Senior Administrator to ensure that invoicing fees and controlling debt management for the team are being managed in a proactive and timely manner;
  • Implement Guernsey and Group projects in an administration team ensuring deadlines are adhered to Leading and managing change;
  • Delegate day to day team activities to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;
  • Manage a client communication plan ensuring regular and appropriate contact, to include meetings, with all clients;
  • Liaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth clients;
  • Ensure that the team is working cohesively, providing a top-level service to clients;
  • Hold regular Team Meetings to share pertinent information, discuss key projects and provide development opportunities across the team;
  • Assist with staff development/mentoring and contribute to the teams technical and practical training requirements by identifying appropriate opportunities for learning; and
  • Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, changes in legislation i.e. Substance legislation.


What technical skills, experience, and qualifications do you need:

  • Evidence of relevant experience in regulated finance or professional services, with the most recent position held in an Assistant Manager/Manager role;
  • Must be able to demonstrate sound management experience;
  • Solid understanding of the business and markets applicable to the business;
  • Professional Qualification such as STEP, ICSA, or qualified by experience;
  • Solid IT technical skills; and
  • Drive personal Development using all the resources available to achieve success.


#LI-MM1 #Hybrid
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.

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The Company
HQ: Wilmington, DE
8,000 Employees
Hybrid Workplace
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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