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Client Transitions Officer

  • Compliance
  • Jersey
  • Full Time
  • Permanent
  • Ref: 11218

As Client Transitions Officer, you will work as part of a small team, taking direct responsibility and ownership for the set up and closure as appropriate of a full range of wealth structures ensuring that first class service is provided to beneficiaries and clients. This will involve ensuring that the business can meet its regulatory obligations in relation to client due diligence and supporting the wider business by providing technical guidance on all opening and closing related matters. The successful candidate will ideally have prior experience within the fiduciary sector and have an understanding of CDD policies and processes. Call Megan for more information.


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