Permanent. Client Relationship Officer

Job Reference: 768045

Our client is a leading financial services firm and they are currently looking for a Client Relationship Officer – Private Wealth to join their team. 
  • Independently manage a busy portfolio of companies and trusts
  • Process correspondence and administrative matters from intermediaries, clients and external service providers relating to the assigned portfolio of trusts and partnerships
  • Schedule and organise client/board meetings including the preparation and distribution of documentation.  Interpreting these documents updating trust and company records, statutory registers and other documents as required
  • Prepare and file documents with government agencies and regulatory bodies in a timely manner so as not to incur penalties
  • Review and comment upon unit trust documentation through to transaction completion
  • Carry out reviews on the assigned portfolio of trusts and companies and to escalate issues and opportunities identified thereby
  • Prioritise client requests (24 hours response time) and attending to general correspondence with the Registrar of Companies, Registrar of Trusts, CIMA, attorneys and third-party service providers.  Including the development of effective working relationships with all parties.
  • Produce monthly aged debt reports, monitoring and chasing invoices as appropriate with the aim of minimising receivables
  • Assist with the collection of know your client (“KYC”) information, including obtaining satisfactory due diligence on clients and service providers in liaison with the Compliance department
  • Maintain the NavOne /ViewPoint client database and to assist with the on-going task of maintaining the database’s integrity
  • Provide general assistance and assist with ad hoc projects as requested by the direct supervisor, BUM, BUD or Management
  • University graduate with at least 5 years experience working within a professional services firm
  • Working experience  within the trust or fund industry
  • Working knowledge of various types of trust and fund structures 
  • Proficiency in Microsoft Word, Excel and Outlook
  • Experience with ViewPoint, CORIS and CAP software
  • Ability to work to strict deadlines and handle multiple projects without compromising quality

Salary: DOE per annum plus benefits. Please note that this is a Fixed-Term Contract role with our client. 

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply

Apply for this role

Vanessa Gowen
+1 345 743 1772


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