CSC Logo

CSC

Assistant Manager, Private Clients

Reposted 15 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in New Jersey
Mid level
Remote
Hiring Remotely in New Jersey
Mid level
Manage a portfolio of trust structures for wealthy clients, provide mentorship, improve operational efficiencies, and build client relationships.
The summary above was generated by AI
Job Description
Assistant Manager - Private Client
Location: Jersey
Department: Private Client
Contract Type: Permanent, Hybrid/Onsite
35 hours per week
About the Role
We're looking for an experienced Assistant Manager to join our Private Client team in Jersey. This specialist team supports wealthy families, family offices, and owner-managed businesses. You'll manage a portfolio of trust structures and play a key role in delivering high-quality service, mentoring junior team members, and driving operational improvements.
This role suits someone with strong technical knowledge of trust structures, a proactive mindset, and a collaborative approach.
Key Responsibilities
  • Client Portfolio Management: Work closely with your team to manage a portfolio of private clients across a variety of structures.
  • Technical Expertise: Act as a subject matter expert on trust structures and stay up to date with relevant legislation and regulatory requirements.
  • Client Relationships: Build and maintain strong relationships with clients, colleagues, and business partners, communicating openly and professionally.
  • Operational Efficiency: Identify and implement ideas to improve daily task efficiencies and support financial processes including aged debt review and cash collections.
  • Team Support: Mentor and supervise junior team members, offering guidance and support.
  • Commercial Awareness: Identify cross-selling opportunities across service lines and jurisdictions.
  • Time Management: Ensure accurate time recording for client matters to support billing and recovery.

Your Profile
  • Proven experience in a similar trust administration role
  • Studying towards or holding a relevant professional qualification (e.g. CGI, STEP or equivalent)
  • Able to work independently and use initiative
  • Strong academic background
  • Proactive and forward-thinking
  • Broad understanding of fiduciary products

About Us
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.
About the Team
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.

Top Skills

Fiduciary Products
Regulatory Requirements
Trust Structures

Similar Jobs at CSC

13 Hours Ago
Remote
New Jersey, USA
Senior level
Senior level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Administer share plans and incentive structures while ensuring compliance and accuracy. Build client relationships, mentor junior staff, and maintain records.
Top Skills: Business SystemsSystem-Driven Plan Administration
13 Hours Ago
Remote
New Jersey, USA
Mid level
Mid level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Manage a team of plan administrators, build client relationships, oversee systems for incentive plans, and ensure compliance and governance.
Top Skills: MS Office
2 Days Ago
Remote
New Jersey, USA
Mid level
Mid level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
As a Senior Administrator, you will support Company Secretarial services to Private Equity funds, manage client relationships, prepare documentation, and mentor junior staff.

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account