Assistant Manager, Private Client

Posted Yesterday
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New Jersey
Mid level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world.
The Role
As an Assistant Manager in the Private Client team, you will manage a portfolio of clients, ensuring effective management of trust structures and mentoring junior team members. Responsibilities include maintaining client communication, reviewing financial aspects, and identifying cross-selling opportunities while implementing process improvements.
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Job Description
Assistant Manager, Private Client
Location: Jersey
Department: Private Client
Type: Permanent, Full-Time (35 hours per week)
About the Role
Are you ready to step into an excellent role, working with a specialist team that delivers tailored services to wealthy families, family offices, and owner-managed businesses? As an Assistant Manager in our Private Client team, you will oversee a portfolio of private clients, ensuring seamless management of trust structures while guiding and mentoring junior team members.
This role is perfect for someone with strong technical expertise in trust structures, excellent attention to detail, and a proactive mindset to drive innovation and success.
What You'll Be Doing

  • Managing a portfolio of private clients, covering diverse trust structures.
  • Taking on additional responsibilities and tasks to meet client and team needs.
  • Acting as a technical expert on client structures, staying up to date with regulatory requirements and legislation.
  • Building strong relationships with business partners, colleagues, and clients.
  • Communicating openly and professionally with clients within CSC's SLA agreements.
  • Mentoring and supervising junior team members to support their development.
  • Reviewing aged debt, monitoring cash collections, and ensuring accurate client invoicing.
  • Identifying opportunities to cross-sell services across various jurisdictions.
  • Innovating and improving daily processes for greater efficiency.


Your profile
We're looking for a confident and experienced individual who is ready to lead and make an impact. You'll need:

  • Experience: Proven experience in a similar role within fiduciary services or private client administration.
  • Qualifications: Studying towards or holding a professional qualification such as ICSA or STEP or equivalent.
  • Skills: Strong academic background, proactive mindset, and the ability to handle tasks independently.
  • Knowledge: A broad understanding of fiduciary products and regulatory requirements.


#LI-EO1 #hybrid
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 improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.
CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

  • CSC is a great place to work with smart and dedicated people.
  • We have been voted a Top Workplace every year since 2006.
  • We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for success sharing, bonus, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package as part of your Total Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.


  • As business needs allow, CSC offers hybrid/remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

What the Team is Saying

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The Company
HQ: Wilmington, DE
8,000 Employees
Hybrid Workplace
Year Founded: 1899

What We Do

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Why Work With Us

CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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