Client Relationship Manager

Client Relationship Manager, Client Services 

New York, New York or London, UK

Monday – Friday 8:00 am – 5:00 pm 

The Client Relationship Manager, Client Services (“CRM”) has the responsibility for the day-to-day management of a portfolio of clients (companies and partnerships). The CRM will be responsible for the training of Junior Client Relationship Managers where applicable and will be expected to provide support to the Senior Management Team. The CRM will be required to oversee projects that encompass reporting on their portfolio covering aspects from Beneficial Ownership, Economic Substance, Billing and Invoicing, Onboarding and Offboarding of clients including annual reviews of their portfolio’s health with both the Registrar of Companies (ROC), the Cayman Islands Monetary Authority (CIMA) and internal reporting systems. 

CSC is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has more than 8, 000 employees across 140 jurisdictions and has been in business for over 125 years. CSC delivers high-quality, tailored fund, corporate, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family office and managed over 90% of the Fortune 500 companies. 

Some of the things you’ll be doing:

This is a senior position that requires strong written and oral communication skills, the ability to meet frequent tight deadlines and a willingness to work overtime when required. Applicants must be highly motivated and highly organized with an ability to work on their own initiative. Computer literacy is essential, as is a proven record of success in managing deadlines.

You will be allocated a portfolio of clients and will be expected to proactively manage the client relationship whilst managing, assisting and mentoring any staff member as required by the Senior Management Team.  Although no job is all-encompassing, the main areas of workflow would include: 

• A thorough understanding of industry best practices for all registered offices and registered agents.
• An understanding of compliance functions and global anti-money laundering obligations, including the collection of any updated client due diligence documentation, and liaising with our compliance team. 
• Completion of all internal onboarding and offboarding processes to ensure that all new clients are compliant with our policies and procedures. 
• Management and oversight an active portfolio of clients, effectively processing client requests, law firms and authorised intermediaries - ensuring that the requests are fulfilled timeously by following the required internal team and shared with the client. 
• Experience and use of ViewPoint: Maintaining and updating the client database with updated information, client contacts, statutory appointments, and reporting.
• Receive and process registered office type instructions with experience of processing statutory filings with both ROC and CIMA.
• Knowledge of how to read and process both Board and Member resolutions, being able to take from these and instruct the relevant team to process the instructions housed within. 
• Good understanding of the REEFs Cayman Island Monetary Authority’s platform ensuring that all regulated entities are in good standing. 
• Awareness of regulatory and statutory deadlines throughout an annual cycle including knowledge of Economic Substance Notification Filings to be made prior to the filing of the Annual Return due. 
• Issuance and provision of invoices to clients including any necessary reconciliations for larger groups of clients via our online billing portal including the review of reports required for reconciliation. This aspect would encompass taking full responsibility for the timely and accurate issuance billing of the client portfolio. 
• Assist with any ad-hoc projects required by senior management. 

What technical skills, experience and qualifications do you need? 

• 4 years proven and relevant senior corporate administration experience 
• Proven understanding of corporate structures and relevant local regulations and best practices 
• Self-motivated, capable of working independently as well as within a team 
• Confidence in managing a Junior CRM and having effective and corrective communication when required 
• Ability to work under annual regulatory deadlines whilst maintaining excellent written and oral communication skills with strong attention to detail
• Experience in communicating with clients and any intermediary via email and telephone 
• Experience using the following systems: 
  • CAP 
  • CORIS
  • ViewPoint 
  • Good levels of working on Excel, Word, Outlook, and Microsoft Teams (required) 
  • Laserfiche 
  • Adex or SAP Billing systems is beneficial 

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