Client Executive

Global Business @Grayson Talent

Job Description

Duties and responsibilities:

  • Manage the portfolio of varying structures including Trusts, GBC, AC and IBCs
    among others.
  • Ensure that statutory record books are maintained up-to-date.
  • Ensure that preparation of Trust and Company documentation, including resolutions
    minutes and ancillary documents and arrange execution are done properly and on a
    timely manner.
  • Ensure a proper filing system is maintained.
  • Process clients’ transactions and review documents to mitigate errors.
  • Liaising with Clients, their advisers and third-party service providers.
  • Ensure that the company policies and procedures are being followed for smooth
    operations.
  • Ensure that Clients’ business activities are in compliance with legal, regulatory
    standards and bank requirements at all time.
  • Follow Company Policies and procedures for smooth operations.
  •  Maintaining accurate records for portfolio of clients.
  • Ensure that all tasks and time spent attending to clients (minimum 7.50 hrs. daily) are
    recorded and that time sheet are submitted in a timely manner.
  • Ensure all information are kept up to date on CRM and any other systems for
    portfolio of clients and
  • Provide Management with up-to-date information on a timely manner.

Requirements:

  • 2-3 years of experience in the offshore sector.
  • Minimum a Bachelor’s Degree in Management or equivalent.

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