Client Relationship Specialist

1 week ago

Limassol, Limassol, Cyprus beBeeRelationship Full time
Job Title: Relationship Management Professional\

Emerald Zebra is seeking a seasoned Relationship Management Professional to join their client services team.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

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This role requires a high level of organizational and time management skills, as well as proficiency in Microsoft Office tools. The successful candidate will have a keen eye for detail and be able to work independently with minimal supervision.

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Key Responsibilities:

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  • Acting as primary contact with clients who have structures administered and managed by the firm.\
  • Building and maintaining relationships with clients, settlors, beneficiaries and their advisors.\
  • Dealing with administrative tasks relating to trusts and corporate structures, including opening bank accounts and drafting minutes and resolutions.\
  • Managing trusts administered by the Cyprus office of the Group.\
  • Completing reports and filing with relevant authorities in a timely and orderly manner.\
  • Handling online preparation and submission of company requirements from incorporation to closure.\
  • Maintaining and updating company records both physically and in-house systems.\
  • Liaising with external parties for applications/registrations/audits as required.\
  • Liaising with other departments within the office and Group to ensure professional service delivery.\
  • Monitoring activities of structures to ensure compliance with procedures and policies.\
  • Liaising with legal department in relation to contracts and agreements.\
  • Recording chargeable and non-chargeable time against client matters.\
  • Working on own initiative as part of CRM team.\
  • General office administration tasks as required.\
  • Other duties as may be required in accordance with demands of role and development of services provided.\
    • \
    • Minimum 3 to 4 years experience in equivalent corporate/client services role.\
    • Good time management and organizational skills.\
    • Excellent knowledge of Office programs/tools (Outlook, Word, Excel).\
    • Good understanding of Compliance and KYC requirements.\
    • Excellent communications skills in English, both written and verbal.\
    • Professional level of English and Greek language both written and verbal an advantage.\
    • Trust administration experience an advantage.\
    • Strong team player skills and ability to work harmoniously with diverse workforce.\
    • Ability to multi-task and work under pressure, flexible and adaptable.\
    • Accurate with good attention to detail and excellent time management skills.\
      • \
      • Flexible working hours.\
      • Work from home/hybrid working.\
      • Bonus incentive scheme.\
      • Private health insurance.\
      • Social events and team building days.\
      • Day off annual leave for birthday.\
      • Training both in-house and external with company sponsorship for professional qualifications available.\
      • Great working environment.

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