Assistant Manager, Client Operations (Data control and banking)

15 March 2024

Hiring Lead

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Emma Dendy


About us

We 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.

The role

Our Client Operations team plays a crucial role to the running of the business, taking responsibility for the first-class service delivery in onboarding, data management, regulatory reporting, screening, reviews and risk management to our clients and our administration teams  and in doing so, ensuring our client facing administration teams can deliver a premium service to our clients.

We are expanding the team and in this new role you will be responsible for management of our client and banking related data and will assist with the supervision and development of a small team within our client operations function. You will help to define our data  management processes and oversee their successful implementation, collaborating with stakeholders across the business. As part of the broader client operations team, you will also provide cover for the manager and support with periodic reviews, screening, client onboarding and other operational projects as needed.

Key result areas

  • Implementation of robust data management processes to ensure all data is current, accurate and has appropriate change control processes in place.
  • Ongoing maintenance of data and delivery of key data related projects.
  • Take responsibility for own personal development, in line with agreed performance objectives and development plans.
  • Be a role model and ambassador for Crestbridge Family Office Services.

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