Job Description
Responsible for assisting transactions from inception through to closure. Responsible for ensuring accurate setup of the SPVs, working in a timely and efficient manner to ensure successful delivery of corporate administrative and company secretarial services to clients and supporting the teams with their client facing obligations.
KEY RESPONSIBILITIES
- Ensure accurate and concise communications with clients, seeking support from the Client Account Manager if required;
- Draft and self-review set-up/boarding documents including local filings, tax registrations and classifications before validating with the Client Account Manager;
- Adhere to internal procedures and ensure compliance with Risk and Control framework and processes. This includes ensuring the 4 eye principle is always followed;
- Assist with the co-ordination and resolution of Customer Due Diligence (CDD) queries;
- Make suggestions for continuous improvement, challenging the status quo;
- Ensure all client data is managed with integrity and maintained correctly;
- Ensure successful delivery of client work with accuracy and completeness;
- Work under the direction of a Client Account Manager ensuring work is delivered on time;
- Ensure meets our obligations to clients, providing all SPV setup services needed to effectively close a transaction within required timelines;
- Provide exceptional customer service whilst being decisive, firm and empathetic with customers;
- Ensure customer complaints are escalated to the Client Account Manager within 24 hours; and
- Assist in business development and identify opportunities for cross-selling and up-selling of other company services, or billing for out of scope items.
- Will take advantage of learning opportunities to meet needs of current job.
- Has a good understanding of technicalities of own role.
- Promptly and efficiently completes work assignments.
- Good understanding of how immediate team interact with other teams in function to deliver results.
- Understand Group Code of Conduct and values.
- Provides guidance on basic tasks to colleagues in immediate team.
- Manages personal workload effectively.
- Responds to and anticipates client needs in a timely and professional manner.
- Listens actively, considers people’s concerns and adjusts own behaviour in a helpful manner.
- Consistently strives to provide a quality service
- Implements the necessary steps of the service process
- Handles complaints and difficult customers in positive and effective manner, taking into account global and cultural differences
- Takes responsibility for obtaining and sharing required information with others
- Understands clients, identifies their needs and creates positive first impressions