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Job ID 13355 Permanent Trust

Client Relationship Manager


A strong opportunity for an experienced trust and company administrator to take ownership of a diverse client portfolio while delivering high-quality relationship management and service delivery.

What the role involves

⭐ Managing a portfolio of trusts and companies with full oversight of administration and governance
⭐ Driving timely bookkeeping, accounts prep, fee collection and reporting
⭐ Building strong client relationships and coordinating with advisers, professionals and internal teams

What you’ll bring

⭐ 3+ years’ trust/company experience with solid knowledge of legal, tax and AML requirements
⭐ Strong communication, numeracy and organisational skills with excellent attention to detail
⭐ Confidence managing deadlines, reviewing work, drafting minutes/resolutions and supporting small teams

Why this role matters

⭐ Key role in maintaining high-quality client service and operational accuracy
⭐ Exposure to complex structures, accounts oversight, WIP reviews and project work
⭐ Ideal for someone proactive, professional and motivated by relationship-led service excellence

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