Client Relationship Manager, Limassol
Client Relationship Manager, Limassol
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Job Description
Emerald Zebra is seeking a Client Relationship Manager for our client. a financial services company a CySEC licensed ASP which forms part of the clients group an international group of companies with 30 years experience in trusts and corporate services.
Our client is a long-standing provider of cross-border corporate wealth and retirement planning services. Serving a broad international client base including business owners private investors and family offices the firm offers tailored structuring and fiduciary solutions. They operate across multiple jurisdictions with a strong reputation for delivering independent client-focused service.
We are looking for an experienced Client Relationship Manager to form part of their Client Services Team.
Duties and Responsibilities
Acting as primary contact with clients who have structures administered and managed by the firm.
Building and maintaining a relationship with clients settlors beneficiaries and their advisors.
Dealing with administrative tasks relating to trusts and corporate structures including opening of bank accounts and drafting minutes and resolutions.
Managing trusts administered by the Cyprus office of the Group.
Completing reports and filing with the relevant authorities in a timely and orderly manner.
Handling the Cyprus Registrar of Companies for online preparation and submission for all company requirements from incorporation to closure.
Maintaining and updating company records both as needed in physical files and in our in-house systems/software.
Liaising with external parties for applications/registrations/audits as required.
Liaising with other departments within the office and the Group including business development managers internal accounting client account and compliance to ensure a professional service is provided to clients.
Monitoring activities of structures to ensure compliant with procedures and policies.
Liaising with legal department in relation to contracts and agreements
Recording chargeable and non-chargeable time against client matters.
Working on own initiative as part of a CRM team.
General office administration tasks on an ad-hoc basis.
Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.
Requirements/Profile
Minimum 3 to 4 years experience in an equivalent corporate/client services role
Good time management
Excellent knowledge of Office programs/tools (Outlook Word Excel)
Good understanding of Compliance and KYC requirements
Excellent communications skills in English both written and verbal
Professional level of English and Greek language both written and verbal is an advantage
Trust administration experience an advantage
Strong team player skills and the ability to work harmoniously with a diverse workforce with good people management skills
Ability to multi-task and work under pressure be flexible and adapt easily
Accurate with good attention to detail and excellent time management skills
The salary will be commensurate with experience. Other benefits include flexible working hours work from home / hybrid working bonus incentive scheme private health insurance social events and team building days day of annual leave for birthday training both in-house and external with company sponsorship for professional qualifications available and a great working environment.
Employment Type
Full Time
