Client Services Liaison

1 day ago


Limassol, Limassol, Cyprus beBeeRelationship Full time €40,000 - €55,000

Client Relationship Manager Job Summary

Job Description:
  • Act as primary contact with clients who have structures administered and managed by the company.
  • Build and maintain relationships with clients, settlors, beneficiaries, and their advisors.
  • Handle administrative tasks related to trusts and corporate structures, including opening bank accounts and drafting minutes and resolutions.
  • Manage trusts administered by the office of the group.
  • Complete reports and file with relevant authorities in a timely and orderly manner.
  • Handle online preparation and submission for all company requirements from incorporation to closure with the Cyprus Registrar of Companies.
  • Maintain and update company records both in physical files and in-house systems/software.
  • Liaise with external parties for applications/registrations/audits as required.
  • Liaise with other departments within the office and the group including business development managers, internal accounting, client account, and compliance to ensure a professional service is provided to clients.
  • Monitor activities of structures to ensure compliance with procedures and policies.
  • Liaise with the legal department in relation to contracts and agreements.
  • Record chargeable and non-chargeable time against client matters.
Required Skills and Qualifications:
  • Minimum 3 to 4 years experience in an equivalent corporate/client services role.
  • Good time management skills.
  • Excellent knowledge of Office programs/tools (Outlook, Word, Excel).
  • Good understanding of Compliance and KYC requirements.
  • Excellent communication skills in English, both written and verbal.
  • Professional level of English and Greek language both written and verbal is an advantage.
  • Trust administration experience is an advantage.
  • Strong team player skills and the ability to work harmoniously with a diverse workforce with good people management skills.
  • Ability to multi-task and work under pressure be flexible and adapt easily.
  • Accurate with good attention to detail and excellent time management skills.
Benefits:

The salary will be commensurate with experience. Other benefits include flexible working hours, work from home/hybrid working, bonus incentive scheme, private health insurance, social events, and team building days, day of annual leave for birthday, training both in-house and external with company sponsorship for professional qualifications available, and a great working environment.

Others:

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