Assistant Client Relationship Manager - Family Office Team
Job Ref: LF41014
Looking to build your career within private wealth and family office services? Our client is seeking an Assistant Client Relationship Manager to join their team! Working within a dynamic family office environment, the role provides hands‑on experience across a diverse portfolio.
Location
Duties for this role include, but are not limited to:
* Supporting the administration of a complex multi-jurisdictional private wealth structure.
* Assisting with day‑to‑day interaction with clients and the family office.
* Supporting short and long‑term administrative and operational projects.
* Assisting with compliance processes and risk‑related tasks.
* Supporting financial oversight and liaising with accountants as required.
* Assisting with FATCA/CRS reporting and regulatory requirements.
* Coordinating the opening of bank and investment accounts.
* Preparing payments and monitoring transactions.
* Maintaining internal systems and databases accurately.
* Providing general support to the wider team and contributing to service delivery.
Skills / Qualifications
The ideal candidate will be a trainee or have 1-2 years' experience within financial services, trust administration or a similar environment. They will demonstrate strong organisational skills, attention to detail and a willingness to learn. Excellent communication skills and a proactive approach are essential, along with the ability to work in a fast‑paced environment. A desire to study towards a relevant professional qualification such as STEP or CGI would be advantageous.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com. If you wish to apply for this role, please submit your CV via the Apply Now button below.
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