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

Taking care of the administration of a diverse and more complex client portfolio, you’ll help us to continue to deliver the proactive and attentive service essential to the smooth running of our clients. Working within a welcoming and supportive team you will collaborate closely with colleagues at all levels, as well partners from outside the business. You will use your skills and judgement help to further strengthen client relationships within your portfolio and lend your experience to the development and mentoring of more junior colleagues.

Key Result Areas

• Provide excellent levels of client service in line with Crestbridge standards, procedures, and guidelines.
• Maintain and update client documentation accurately.
• 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

Read the full job description