Assistant Manager - Client Services

About the role

The Assistant Manager – Client Services will oversee the administration of a complex portfolio of trusts, foundations and companies, ensuring high‑quality service delivery in line with company standards and regulatory requirements. This hybrid position combines client interaction, technical review, and coordination with internal teams.

Key responsibilities

• Manage and deliver administration services for a diverse portfolio of private client structures.
• Maintain accurate records of all client entities and update documentation as needed.
• Review draft financial statements, resolve outstanding issues, and meet set deadlines.
• Ensure ongoing compliance with legal, regulatory and AML frameworks.
• Participate in client meetings, prepare agendas, materials and minutes.
• Lead client onboarding, acceptance and formation processes.
• Support administrators on technical matters and escalate complex issues to senior management.
• Uphold internal procedures, risk and compliance policies, and company core values.

Required profile

• 5‑7 years of experience in the global business or private client sector.
• Professional qualification such as ICSA, ACCA, or equivalent.
• Strong communication abilities and technical competence.
• Dynamic, flexible, self‑motivated and well‑organized.

Required skills

What we offer

• Permanent employment within a reputable private client services division.
• Hybrid work model supporting work‑life balance.
• Opportunities for professional development and career progression.