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Manager, Private Client Reviews (Fixed Term Contract for 6 months)

CSC
Posted 2 months ago, valid for 15 days
Location

Lore City, OH 43755, US

Salary

$25 - $30 per hour

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Contract type

Full Time

Tuition Reimbursement

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Sonic Summary

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  • The Manager, Private Clients – Reviews position is a 6-month fixed-term contract based in Guernsey, requiring 36.25 hours of work per week with flexible or part-time options available.
  • This role demands an experienced fiduciary professional with a minimum of 3-5 years of relevant experience in a regulated finance or professional services environment.
  • Key responsibilities include managing the onboarding and offboarding of complex fiduciary structures, supporting teams with fiduciary reviews, and liaising with various stakeholders.
  • Candidates should possess a professional qualification such as STEP or ICSA, along with strong organizational and communication skills.
  • The salary for this position is competitive and commensurate with experience, along with a comprehensive benefits package including annual success-sharing bonuses.

Manager, Private Clients Reviews (6 month Fixed Term Contract)

Location: Guernsey
Contract: 6‑month fixed‑term contract
Working pattern: 36.25 hours per week (flexible or part‑time hours considered)
Work model: Hybrid / Onsite

Role overview

The Manager, Private Clients – Reviews will be responsible for supporting the fiduciary teams with key projects, including client onboarding/offboarding in line with Client Services Agreements and the legal and regulatory requirements associated with the Group’s Guernsey licences.

This role will suit an experienced fiduciary professional who is comfortable managing complex cases, leading projects, and engaging confidently with internal and external stakeholders. You will also contribute to broader initiatives where required.

Key responsibilities

  • Onboarding/offboarding of complex fiduciary structures: Manage the take on and exit of fiduciary structures, ensuring all administration, regulatory and procedural requirements are met.
  • Fiduciary reviews: supporting teams with addressing action points generated through periodic review process
  • Stakeholder liaison: Liaise as appropriate with lawyers, accountants, tax advisers and banks on all matters.
  • Reporting and communication: Develop and implement clear communication and reporting plans, ensuring timely and appropriate updates are provided to your Leader.
  • Project delivery: Lead and deliver ad‑hoc projects related to new/closing cases, ensuring work is completed accurately and within agreed deadlines.
  • Knowledge sharing and leadership: Demonstrate strong communication skills by leading discussions, sharing technical expertise, and promoting best practice across the team.
  • File and record management: Ensure all client entity files are complete, accurate and fully up to date.
  • Industry awareness: Maintain a current understanding of regulatory, technical and market developments relevant to closing cases and fiduciary services.

Your profile

  • Relevant fiduciary or professional services experience: Proven experience in a regulated finance or professional services environment, with recent experience at Assistant Manager or Manager level.
  • Organisation and supervision: Strong organisational skills, with the ability to supervise work, prioritise effectively and manage multiple timelines.
  • Technical and commercial awareness: A solid understanding of fiduciary business services and the markets in which they operate.
  • Professional qualification: STEP, ICSA (or equivalent), or qualified by experience.
  • IT capability: Confident user of relevant fiduciary systems and standard office technology.
  • Commitment to development: Demonstrates a proactive approach to personal and professional development.

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. 

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.


At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.
  • CSC is a great place to work with smart and dedicated people.
  • We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
  • We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
  • As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.




Learn more about this Employer on their Career Site

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