Senior Client Executive

  • Full Time
  • Ebene
  • May 3, 2024

Website Axis Fiduciary Ltd

JOB SUMMARY:

Under the direction of the reporting lines, the senior client executive is responsible for a portfolio of
clients and acting as the direct point of contact.

Key Responsibilities
• Ensure a timely, precise and high quality service delivery to all clients
• Ensuring compliance with anti-money laundering procedures, working closely with compliance  team for the proper due diligence in gathering all the necessary data and information for a full new client review;
• Attend to corporate secretarial functions;
• Drafting of minutes/resolutions;
• Prepare and organize board documents efficiently and in a timely manner;
• Attending board and other meetings as required;
• Instructing payments, statutory filings/returns and ensure a timely delivery
• Attend to client queries in a timely manner with a high service standard ensuring ownership   through to completion;
• Proactively resolve clients moderate to complex issues and escalating as required;
• Responsible for incorporation of client entities, i.e. the ROC & FSC application process;
• Liaise with external parties such as bankers, auditors, lawyers and regulatory bodies;
• Liaise with related authorities for permits and licenses;
• Build and maintain good relationship internally with juniors, peers and line manager;
• Train, guide, and coach team members on technical aspects of the job to ensure readiness to deliver work;
• Maintaining proper and complete file for each client – physical as well as on the DMS;
• Daily and effective input on timesheet or any time management system;
• Attend client meetings with Team Leader/Manager as and when required;
• Ensure that necessary filings as per the legal and regulatory framework are made within the                prescribed deadline;
• Ensure that the required information are uploaded and updated on the relevant internal systems in
place;
• Ensure that invoices are prepared by the finance department on time;
• Prepare client invoices as part of the billing process;
• Ensure compliance of portfolio with applicable legal framework;
• Familiarize and adhere to internal policies and procedures;
• To identify training needs of team members and provide relevant training to subordinates;
• Any other cognate duties that may from time to time be required which are appropriate to the role
and business requirements.

To apply for this job email your details to Ishwaree.Rungasamy@axis.mu

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