St Martin, Guernsey

Officer, Corporate

Full-time / part-time
Not Applicable
Client Services
Anson Court, La Route des Camps
St Martin

Job description

You will assist and work collaboratively with your  fellow Officers and Senior Officers on day-to-day administrative tasks and matters in respect of their Corporate client portfolios .

You will complete client administration matters accurately and in a timely manner. Ensure Corporate client procedures are followed at all times. Organise, attend and take minutes at board meetings.

You will deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.

You will escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors and ensure turnaround times relating to client correspondence is as short as possible.

You will develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth. Awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others.

You will maintain proper and orderly client records. Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate.

You will grow commercial awareness and develop a good level of competitor and industry awareness. You will also prepare and process payments onto various electronic banking systems in accordance with internal policies and procedures.


Working towards relevant professional qualification, for example STEP.

Working knowledge of Microsoft packages including Excel, Outlook and Word.

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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