The Role

A detail-oriented Manager to support a growing business by being responsible for the onboarding of clients within the business. 

This role requires a proactive and adaptable individual who is comfortable interacting with clients and intermediaries and ensuring a professional first impression is delivered. The role requires ability to multi-task, prioritise and attention to detail is also critical. A working knowledge of the regulatory environment is required. The Manager will play a crucial role in ensuring seamless client experience during the onboarding process. It is noted that on-boarding is not envisaged currently to be a full-time role and therefore support will be provided to the marketing function and to ensure accuracy of PlainSail data. In addition, the Manger will support their sister company on an ad-hoc basis (as requested) in on-boarding and marketing.

Key Responsibilities

• Coordinate and manage the onboarding of clients from initiation to completion, being their main point of contact, and ensuring all necessary documentation and inventory management
  • work closely with client service directors
  • monitor client progress
  • complete client risk assessment
  • prepare business case for consideration of new client and present alongside client director at the new business committee
  • collect client feedback to improve experience and contribute to process enhancements
  • responsible for onboarding ceases at completion of 90-day review.
• Data Management within PlainSail
  • act as Superuser for PlainSail
  • work with Private Client team to ensure effective NRA collection of data
  • assist business in ensuring accurate data retained by undertaking data projects as directed.
• Marketing Support
  • collaborate with Marketing team to execute campaigns and initiatives aimed at optimising brand visibility and customer engagement
  • contribute to development of marketing materials
  • manage content scheduling and social media activities
  • assist in organising events, webinars, and other client-facing activities.

About You

Essential

• Project management qualification and experience, including coordinating cross-functional teams and projects from initiation to completion
• 2-4 years of experience in financial services, consulting, or related industries
  
• Proven ability to manage client relationships effectively
• Strong organisational skills with ability to multi-task
• Excellent communication skills, with a client-focused mindset
• Experience with CRM systems, project management tools, and Microsoft Office Suite
• A proactive problem-solver with strong attention to detail and a commitment to deliver high-quality results
• Ability to work independently and collaboratively
• Working knowledge of Jersey's regulatory environment.

Desirable

• Financial services industry experience, particularly in private client or wealth management
• Familiarity with digital marketing tools and platforms including social media management
• Experience in event coordination
• Strong analytical and interpretation skills, making data-driven decisions