Job: Client Relationship Manager

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  • Title Client Relationship Manager
    Categories Latest Jobs in Gibraltar
    Salary DOE
    Location Gibraltar
    Job Information

    The role of the Client Relationship Manager is to manage and administer a portfolio of trusts and companies with varying requirements, focusing on effective service, quality, productivity, efficiency and commerciality

    Key Responsibilities

    • Liaison with clients and advisers in respect of service issues
    • Preparation of correspondence, documentation, including minutes and ancillary documentation
    • Preparation of incoming monies forms, payment instructions and monitoring execution of instructions
    • Preparation and execution of accurate statutory records, ensuring full audit trail maintained
    • Monitoring client assets and liabilities
    • Review of statutory accounts
    • Oversight of client activities to ensure legal and regulatory compliance
    • Execution of client transactions
    • Dealing with ad hoc requests
    • Production and submission of regulatory returns
    • Maintain client data within a primary management information system
    • Undertake and manage full time recording and client billing process of self and others
    • Debt collection

    Key Competencies

    • Business orientated
    • Computer literate
    • Familiar with the principles of trust and company administration
    • Ability to interact effectively with clients at all levels
    • Management and development of staff
    • Strong interpersonal skills/team player

    Knowledge and Skills

    • Suitably educated with a high standard of English and Mathematics
    • Qualified STEP, ICSA, DoFA (Diploma in Offshore Finance Administration) or equivalent
    • Experience in administering trusts and companies
    • Ability to identify risks associated with client transactions
    • Familiar with company and trust software
    • Experience of office environment
    • Attentive to detail
    • Ability to prioritise, set deadlines and work accurately to tight deadlines
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