Client relationship management

▪ Maintain and nurture client relationships to act as a client trusted advisor and subject matter expert and deliver exceptional client service.

▪ Handle any client issues/concerns quickly and effectively to remain in positive standing and preserve credibility.

▪ Conduct survey satisfaction surveys to ensure satisfaction targets are met and use findings of surveys to improve on areas of complaints.

▪ Support the business development team in building positive and productive relationships with clients for business growth

▪ Engage with clients to discuss their needs and work with them to solve any challenges

▪ Conduct regular meetings with clients via phone calls, emails, video chats or in-person and up sell where appropriate

▪ Attend and participate frequently in industry events and conferences to build up a strong professional network, maintain proximity to relevant market and represent company as a thought leader

Compliance

▪ Develop and maintain registers in line with government regulations and company policies such as UBO and PEP registers.

▪ Ensure annual and event driving filings are submitted to relevant jurisdictions on time such as ESR, UBO declarations, shareholder changes, banking reports, audited accounts

▪ Facilitate and maintain the highest level of communication with clients regarding the progression and status of assigned cases.

▪ Coordinate and monitor the status of cases with clients ensuring timely, quality service and compliance with company policies and government regulations.

Administration

▪ Ensure the CRM tool/Trackers are used to track and manage all work accurately and on time

▪ Prepare and maintain reports for all clients when required

▪ Analyse and prepare high-level summaries of activity for management

▪ Maintain accurate and up to date files and records

▪ Reconcile and prepare invoices for processing

▪ Research new/changing rules and requirements and ensure that the SOPs are updated with accurate information

▪ Build Relationships with all free zones and mainland with regard to corporate service requirements

▪ Perform other duties as assigned including project management

▪ Maintain up to date knowledge about company products and services

▪ Develop new strategies to improve client satisfaction

▪ Ensure client requests are handled timely and accurately

▪ Discuss business contracts and costs with clients

▪ Inform clients about company products, services and promotions

▪ Manage and close client business to achieve profitability

▪ Provide client support and handle client communications efficiently and effectively