
Client Services Liaison
1 day ago
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.
- 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.
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.
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