Client Services Lead – Fund (Administration)

Duties

  • To ensure Clients' satisfaction and delivery.
  • To be the point of contact for clients as appropriate.
  • To liaise with clients and other parties on technical matters.
  • To attend to queries of new and existing clients including funds and other structures.
  • To monitor and chase debtors recovery and able to track additional services for extra billing.
  • To ensure timesheets are recorded and disbursements on the appropriate system.
  • To prepare and/or review bills.
  • To promote positive attitude and develop team spirit.
  • To coach junior staff and attend training during the year.
  • To be accountable for teams operational performance where appropriate.
  • To assist client services manager in conducting performance reviews of client services administrator
  • To work on incorporation of funds, GBC 1 and GBC2 companies and to liaise and follow up with relevant authorities.
  • To prepare and/or monitor the organization of board, committee and shareholders meeting and ensure that notice and agenda and board packs are properly drafted and sent to clients and attending board meetings.
  • To draft and/or review minutes of meeting and resolutions including coaching of junior staff with minutes drafting skills.
  • To give support to staff in organising and maintaining of statutory records, including the minute's book
  • To perform and/or help staff in administrative and company secretarial duties on behalf of clients.
  • To ensure and/or monitor that proper filing, scanning of statutory files and updating of information on system (including Unity) are being done.
  • To identify opportunities to cross-sell and up-sell to existing clients.
  • To handle and/or assist client services managers in coaching junior staff
  • To release capital calls capital account statements and investor statements.
  • To follow internal procedures and deliver according to clients SLAs and to perform any other related duties.
  • To ensuring that all entities are in compliance with all relevant laws, licensing conditions, regulations and guidelines.

Qualification & experience

  • Degree Holder in relevant field or relevant professional qualification
  • Minimum 4 years relevant experience in the offshore sector. 

To apply, please send your CV, quoting the job that you are applying for, to career@cimglobalbusiness.com by latest 19 July 2017.