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The role focuses on administering a diverse and more complex client portfolio, delivering proactive and attentive client service, maintaining accurate client documentation, and supporting relationship management. Responsibilities include statutory and regulatory documentation maintenance, client correspondence, agendas and board packs, billing and aged debt oversight, payments monitoring, supervision of junior colleagues, and compliance with risk, KYC, AML, and CDD requirements. Candidates need JFSC Table 5 qualification or support toward Table 4, six years’ relevant experience, and strong client service, leadership, and Microsoft Office skills.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/assistant-manager-job-description-client-handling/257298/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/assistant-manager-job-description-client-handling/257298.png","ImageObject",442,249,{"name":88,"@type":89},"Aria Callaghan","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does the Assistant Manager primarily do for the client portfolio?","Question",{"text":109,"@type":110},"The Assistant Manager administers a diverse and more complex client portfolio, maintaining documentation, managing day-to-day correspondence, and supporting proactive client service to ensure smooth client operations and stronger relationships.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What are the main financial responsibilities in this role?",{"text":114,"@type":110},"The role manages billing for the portfolio, including analyzing WIP, preparing billing control forms, issuing invoices, and managing aged debt, plus monitoring payments with attention to differing requirements for high-risk clients.",{"name":116,"@type":107,"acceptedAnswer":117},"What compliance and risk obligations are expected?",{"text":118,"@type":110},"The Assistant Manager must assess and escalate risk appropriately, review screening tools for adverse media, obtain and review KYC for connected parties to current standards, and ensure AML and CDD requirements are met accurately and promptly.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},257298,1790436924,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962084926284,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Assistant Manager Job Description  \nTeam: Client Handling  \nReporting to: Senior Manager / Manager  \nAbout Us  \nWe are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.  \nThe Role  \nTaking care of the administration of a diverse and more complex client portfolio, you’ll help us to continue to deliver the proactive and attentive service essential to the smooth running of our clients. Working within a welcoming and supportive team you will collaborate closely with colleagues at all levels, as well partners from outside the business. You will use your skills and judgement help to further strengthen client relationships within your portfolio and lend your experience to the development and mentoring of more junior colleagues.  \nKey Result Areas  \n• Provide excellent levels of client service in line with Crestbridge standards, procedures, and guidelines.  \n• Maintain and update client documentation accurately.  \n• Take responsibility for own personal development, in line with agreed performance objectives and development plans.  \n• Be a role model and ambassador for Crestbridge Family Office Services  \nKey Responsibilities  \nThe list below details the tasks that your role is likely to include. It is not exhaustive and may be amended from time to time:  \nClient Administration  \n• Act as an authorised ‘C’ signatory.  \n• Administer a varied and more complex portfolio of clients, in accordance with procedures.  \n• Preparation of all day-to-day correspondence with clients and intermediaries.  \n• Responsible for the maintenance of statutory books and regulatory documentation for own portfolio.  \n• Liaise with clients on day-to-day matters and overseeing and actioning all ongoing tasks for portfolio.  \n• Conduct periodic reviews on own clients.  \n• Prepare and circulating agendas, board packs and reports.  \n• Prepare checklists for activities such as draw downs, distributions, investments, power of attorneys.  \n• Schedule and attend client meetings.  \n• Draft minutes and resolutions for meetings, circulate for comments, finalise, and arrange for signing.  \n• Maintenance of client data for own portfolio of clients on core systems  \n• Liaise with intermediaries in respect of own clients (including banks/agents and the JFSC registry. )  \n• Administer structures in accordance with professional advice received.  \n• Collaborate with our onboarding team to ensure new client relationships are onboarded within a deadline agreed with the Client Service Director.  \n• Travel to meet with clients and intermediaries as required.  \nFinancial  \n• Understand the financial drivers of the business and ensure all KPIs and targets are met.  \n• Daily input of time on timesheet.  \n• Manage the billing process for own portfolio to include analysing WIP, preparing billing control forms, issuing invoices, and managing aged debt.  \n• Monitoring and overseeing payments for own clients to include an understanding of the different requirements/process for payments for high-risk clients.  \n• Assist with the review of accounts/financial statements.  \nLeadership and Management  \n• Supervise and monitor the workflow of more junior colleagues.  \n• Support Manager with the performance monitoring processes and development of junior colleagues.  \n• Delegate tasks on own portfolio to junior colleagues.  \n• Act as a point of escalation for basic queries from junior colleagues.  \n• Coach junior colleagues in respect of client day to day activities.  \n• Support junior colleagues with time management and pri","cbCaitMhtT2ac1G2","https://ap.wps.com/l/cbCaitMhtT2ac1G2","pdf",190523,"English","# About Us\n# The Role\n# Key Result Areas\n# Key Responsibilities\n## Client Administration\n## Financial\n## Leadership and Management\n## Compliance and Risk Management\n# Requirements\n## Qualifications\n## Knowledge and Experience\n## Skills and Qualities\n# Additional Information","[{\"question\":\"What does the Assistant Manager primarily do for the client portfolio?\",\"answer\":\"The Assistant Manager administers a diverse and more complex client portfolio, maintaining documentation, managing day-to-day correspondence, and supporting proactive client service to ensure smooth client operations and stronger relationships.\"},{\"question\":\"What are the main financial responsibilities in this role?\",\"answer\":\"The role manages billing for the portfolio, including analyzing WIP, preparing billing control forms, issuing invoices, and managing aged debt, plus monitoring payments with attention to differing requirements for high-risk clients.\"},{\"question\":\"What compliance and risk obligations are expected?\",\"answer\":\"The Assistant Manager must assess and escalate risk appropriately, review screening tools for adverse media, obtain and review KYC for connected parties to current standards, and ensure AML and CDD requirements are met accurately and promptly.\"}]","Assistant Manager Job Description - Client Handling | PDF",1789312654]