Client Relationship Officer – Corporate

Job Description

Company Introduction

Job Responsibilities and Duties

• 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;
• Liaising and assisting different departments;
• 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;
• Receiving, reviewing and processing client instructions on a daily basis;
• 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 in a timely manner;
• Conduct the necessary duties to ensure that the companies we administer are in good standing;
• Conduct yearly health checks on companies;
• Obtaining the necessary KYC as per our internal procedures and external parties requests;
• Ensure that our main system is kept up to date with recent information on the companies;
• Filing of registry forms including the annual mandatory submissions such as the Annual Returns and the Beneficial Ownership forms;
• Drafting and ordering companies certificates;
• Applying for the DDT10s and the necessary renewals;
• Prepare standard templates of minutes and  resolutions;
• Assisting the Client Relationship Manager with client entities and their business, be it leasing, chartering or merely holding ;
• Any other activities connected to the above activities;
• Keep informed of development in local legislation and regulations vis-à-vis compliance;
• Comply with all local regulatory and AML/CFT requirements;
• Report suspicious transactions to the Money Laundering Reporting Officer;
• Perform mandatory Group training that may be required from time to time.

Experience

• Possess a qualification in Business Management or Banking & Finance;
• At least 3 years’ relevant experience in a corporate service provider environment.

Personal Skills

• Collaborative team-player with experience of working in a dynamic organisation;
• Hands-on and with attention to detail having a positive attitude towards solving problems;
• Good communication skills;
• Ability to think outside the box and to be pro-active;
• Culturally sensitive and experienced in dealing with multiple nationalities, business cultures;
• Ability to deal with change and to take initiative