Client Relationship Officer

Boston Link

Our client, a leading organisation in corporate services, trustees and fiduciaries are looking for a Client Relationship Officer to join their team

  • A culture that appreciates diversity
  • International exposure
  • Experience in a similar role required
JOB REQUIREMENTS

▪ Receiving, reviewing and processing client instructions daily
▪ Processing bank instructions, including daily payments
▪ 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
▪ 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 connected to the above activities

EXPERIENCE REQUIRED

▪ A 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