Executive – Client Services

JOB DESCRIPTION

Main Responsibilities:  

• Handling of a portfolio of Entities, including IBCs and Trusts, and liaising with clients to ensure timely services delivery of the portfolio;  
• Executing Company and Trust administration duties including but not limited to secretarial functions, preparation of meetings, drafting of minutes / resolutions, attending to regulators’ periodic reviews;  
• Ensuring compliance of portfolio with respect to applicable statutory and regulatory obligations;  
• Liaising with external parties such as Bankers, Auditors, Lawyers and Regulatory bodies;  
• Liaising with relevant authorities with regards to permits, licenses, and other documents;
• Developing and maintaining relationships with internal departments of the Company including Finance, Compliance, and Accounting to effectively support the clients’ activities in a timely manner;  
• Communicating effectively with all levels of management, other departments, business areas and clients;  
• Maintaining accurate data for all client enquiries and regularly updating of task lists;  
• Executing and monitoring bank transfers, payments, FX transactions;  
• Preparing client information packs and account opening forms;  
• Following up on client correspondence such as letters, faxes, emails, client telephone calls;  
• Maintaining comprehensive and up to date client, business and transaction records on interaction with clients at all times;  
• Filing, updating client information on relevant internal systems;  
• Ensuring daily and effective input on timesheet or any time management system;  
• Ensuring that necessary filings are made as per the Legal & Regulatory framework within the prescribed deadline;  
• Familiarising and adhering to internal policies and procedures; and  
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.   

Background and Experience:

• At least two (2) years of working experience in the Global Business Sector;  
• Holder of a Degree in Law and/or Management, Business Administration, or has completed/ substantially completed a Professional Qualification (ICSA / ACCA / STEP) or equivalent;  
• Proficiency in MS Office (Microsoft Word, Excel) is a requirement;  
• Experience with CRMs/ERPs will be a definite advantage.   

Core Competencies required:  

• A strong sense of ownership, along with the ability to plan, organise, and manage the workload and ensure that deadlines are consistently met;  
• Customer-centricity and ensure that client satisfaction is at the heart of everything they do;
• Commitment to cultivating robust interpersonal connections and providing unwavering support to cultivate team synergy;  
• Effective communication towards all stakeholders across various platforms.