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Assistant Manager, CLS Private Clients
Assistant Manager, CLS Private Clients-May 2024
Saint Peter Port
May 7, 2025
ABOUT CSC
CSC® is the premier global business, legal, and financial services company providing knowledge-based solutions to clients worldwide. We are the trusted partner of choice for more than 90% of the Fortu
5,001 - 10,000 employees
Financial Services, Technology
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About Assistant Manager, CLS Private Clients

  JOB DESCRIPTION

  Assistant Manager

  Location: Guernsey

  Schedule: Monday to Friday 36.25 hours per week

  Hybrid

  Intro:

  The Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group's Guernsey regulatory licences.

  The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role. In addition, you will be required to participate in business and social events organised for staff.

  Some of the things you will be doing:

  Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to; Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director; Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times; Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures; Ensure that invoicing fees and debt management is carried out in a proactive and timely manner; Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail; Support team lead in the management of the team as required from time to time; Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner; Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set; Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors; Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience; Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors. Embrace and demonstrate our corporate values and purpose - Tenacity, Service, Teamwork, Agility and Genuine; Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and B signatory (up to £50,000 on Bank Signing Schedules).

  What technical skills, experience, and qualifications do you need:

  Evidence of prior and proven relevant experience in regulated finance or professional services; Sound organisation skills and supervisory experience; Possess a solid understanding of the business and markets applicable to the business; Hold a relevant professional qualification such as STEP, ICSA; and Strong technical IT skills; and Drive personal development using all the resources available to achieve success.

  Why work with CSC?

  We're always looking ahead, finding ways to improve and anticipate the future needs of our clients. Curiosity fuels our innovation, and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

  CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. Our more than 8,000 colleagues around the globe are empowered to bring the right solutions to market to meet client demand.

  CSC is a great place to work with smart and dedicated people. We've been voted a Top Workplace every year since 2006 and are a National Top Workplace in the U.S. for the second consecutive year and Best Place to Work in India. We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals. Employees are eligible for an annual success-sharing bonus or commission plans based on role and individual performance. CSC offers excellent benefits, including medical, dental, and life insurance, flexible spending and health savings accounts. We also offer you a 401(k) with 6% employer match, paid time off, tuition reimbursement, and more. Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. We offer flexible schedules and remote options for available positions. It's an exciting time for us in terms of growth and expansion. We strive to boost the power of our diversity by ensuring that all our colleagues feel a sense of belonging. Our Strategic Equality Alliance fosters a culture of inclusion regardless of race, ethnicity, religion, gender identity, or sexual orientation. It provides networking, learning, and development opportunities through our employee resource groups. CSC Gives Back, our philanthropic program, is committed to making the communities in which we live and work better off tomorrow than they are today.

  About us

  CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

  CSC is committed to creating a diverse and growth-oriented environment where everyone is valued and respected. CSC offers challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

  Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

  Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

  #NDGB

  #ITG

  ABOUT US

  CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

  CSC is committed to creating a diverse and growth-oriented environment where everyone is valued and respected. CSC offers challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

  Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

  Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

  WHY WORK WITH CSC?

  At CSC®, we're always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

  CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

  CSC is a great place to work with smart and dedicated people. We have been voted a Top Workplace every year since 2006 and are a 2022 National Top Workplace. We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance. CSC offers excellent benefits, including medical, dental, life insurance, and flexible spending and health savings accounts. We also offer you a 401(k) with employer match and profit-sharing, paid time off, tuition reimbursement, and more. Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. It's an exciting time for us in terms of growth and expansion.

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