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Trainee Client Manager

Guernsey

Full Time
Permanent
Agency Listing
Accounting
Finance

Kickstart your career in finance and client services with a hands-on role offering exposure to accounting, insurance, and relationship management.

This part of a full-time, permanent opportunity is ideal for recent graduates or career starters looking to build a strong foundation in client management. You’ll be joining a supportive team where learning, development, and collaboration are central to success.

Responsibilities include:

  • Assisting in the management of client accounts and supporting day-to-day service delivery.
  • Helping prepare financial records, reports, and insurance documentation.
  • Maintaining accurate client data and supporting budgeting and planning activities.
  • Participating in client meetings and contributing to relationship-building efforts.

You’ll be working across departments and with clients, so being organised, adaptable, and detail-oriented will help you thrive. If you’re ready to build a meaningful career in financial services, this is a great place to start.

If you are someone with a proactive attitude, strong communication skills, and a willingness to learn then this could be the role for you. Please apply today with your latest CV or contact Marcel on

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