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Client Services Senior Officer

Job in Daliburgh, Na h-Eileanan Siar, Scotland, UK
Listing for: Leapfrog Recruitment Consultants
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below

Join a collaborative and client-focused fiduciary firm in a senior administration role that combines technical expertise, client relationship management and operational input. This role offers exposure to high-value trust and corporate structures and would suit someone looking to take ownership of a diverse portfolio in a dynamic environment.

Location Duties for this role include, but are not limited to:
  • Managing a portfolio of trust and company clients, including responding to client and adviser queries.
  • Coordinating client meetings, preparing statutory documents, and maintaining company records.
  • Bookkeeping and managing invoicing for client entities.
  • Supporting the development of internal policies, procedures and precedent documentation.
  • Ensuring compliance with statutory and regulatory requirements.
  • Attending internal meetings and contributing to best practice initiatives.
  • Supporting new business activity and taking a proactive approach to service delivery.
Skills / Qualifications

The ideal candidate will hold a relevant professional qualification and have a minimum of 5 years  experience in trust and company administration. Strong client service skills, attention to detail and the ability to manage their own caseload independently are essential. A "B" signatory status and prior experience with high-net-worth structures would be beneficial.

For a full job description or further information on this role please call 711188, or email  If you wish to apply for this role, please submit your CV via the Apply Now button below.

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Position Requirements
10+ Years work experience
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