Client Relationship Manager

Description

Client Relationship Manager, Client Services

New York, New York or London, UK

Hybrid

The Client Relationship Manager (CRM) is responsible for managing a portfolio of clients (companies and partnerships), overseeing compliance and regulatory requirements, and providing mentorship to junior team members. The role includes tasks such as onboarding/offboarding clients, ensuring compliance with Beneficial Ownership and Economic Substance regulations, billing and invoicing, and preparing internal and external reports.

Some Of The Things You’ll Be Doing

• A thorough understanding of industry best practices for all registered offices and registered agents.
• Proactively manage a portfolio of clients, ensuring all regulatory and compliance requirements are met.
• Mentor and support junior team members as needed.
• Handle onboarding/offboarding processes and update client databases (e.g., ViewPoint).
• Process statutory filings, resolutions, and regulatory deadlines with ROC and CIMA.
• Manage invoicing and reconciliations, ensuring timely billing.
• Ensure compliance with anti-money laundering (AML) and global regulatory standards.
• Support ad hoc projects as assigned by senior management.
  
  

What technical skills, experience and qualifications do you need?

• 4 years of senior corporate administration experience.
• Strong understanding of corporate structures, local regulations, and best practices.
• Excellent written and verbal communication skills.
• Self-motivated with the ability to manage deadlines independently.
• Proficiency in systems such as ViewPoint, CAP, CORIS, Microsoft Office Suite, and billing systems (e.g., Adex or SAP).
• Experience managing junior team members and interacting with clients/intermediaries.
• Knowledge of Economic Substance Notification Filings, REEFs platform, and regulatory cycles.
• Familiarity with Laserfiche for document management.
  
  

At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $90,000 - $110,000.

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