Job Title

Client Relationship Officer

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Job Description

Company Introduction

Our client is a leading organisation in corporate services, trustees and fiduciaries.

Job Responsibilities and Duties

  • Receiving, reviewing and processing client instructions daily;
  • Organizing the accounting, administration and timely filing of the Company's client accounts and tax returns;
  • Assisting the Client Relationship Manager with client instructions relating to contracts, agreements, resolutions, POAs and other ad-hoc documents as may be requested or otherwise required, are processed correctly and promptly;
  • Processing bank instructions, including daily payments;
  • Liaising with clients, client representatives, client employees including crew, as well as suppliers and other external support persons including yacht managers, aircraft operators, professional advisors;
  • Assisting the Client Relationship Manager with client entities and their business, be it leasing, chartering or merely holding;
  • Undertake basic client book-keeping;
  • Assisting the Client Relationship Manager with client duties, including promoting and following up on client meetings, team meetings, preparation of various documents, review of work including filing, timesheets, etc;
  • Assisting with all banking processes including the opening, closing, and operation of client bank accounts, and obtaining credit cards;
  • Any other activities that may occur in this sector.


  • At minimum of 2 years' experience in a similar role.

Personal Skills

  • Excellent command of written and spoken English;
  • Strong communication skills;
  • An exceptional eye for detail;
  • Team player and customer oriented;
  • Willingness to learn and expand horizons.
Tags: Client Networking, Client Relations, Meeting Planning, Oral Communication, Payments, Rapport, Written and Oral English Communication

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