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Client Relationship Administrator, London

Last update 2023-12-01
Expires 2023-11-30
ID #1882341647
Client Relationship Administrator, London
United Kingdom, London, London,
Modified October 13, 2023


THE COMPANY A.C.T, a leading boutique firm based in Mayfair, operating in the financial services industry for over 3 decades. We provide a vast array of services to UHNWIs and HNWIs, their families and companies worldwide, including wealth structuring, management, advisory, accounting and tax compliance services, as well as operational and transactional support. Please see our website for further information. THE ROLE We are looking for an enthusiastic and proactive Client Relationship Co-Ordinator who is organised, polished, poised and communicates well to assist our Private Clients team in Mayfair (London) and become one of the first points of contact for our clients, working in co-ordination with other team members and senior management.   CLIENT RELATIONSHIP ADMINISTRATOR   The position reports to an Associate Director and involves working flexibly within a small team in a fast-paced environment over multiple client files and across different projects.   The key objectives of the role are:   Set up, management, day-to-day operations and general upkeep of UK and offshore entities in accordance with relevant legal framework and business models.  Providing first point of contact for clients, intermediaries such as lawyers, banks, advisors and any other third party such as suppliers, commercial counterparties etc.   Management of client bank accounts, performing any required payments through online platform, general bank liaison Maintenance of basic bookkeeping, bank and invoice reconciliation and VAT/accounting compliance records Support in drafting of legal and company secretarial documents relating to client transactions and general activity including contracts, power of attorneys, minutes, resolutions, and general statutory records. Working with our company secretarial department for any matter to do with the corporate governance of client entities. General filing, post processing, record keeping, administrative support. Ensuring that the client files are always up to date and accessible to fellow members of the teams. Regular contact with banks, solicitors, agents Providing billing support, creating billing request, assisting with fee and debt collection for our services.  Assist in providing overall compliance, due diligence and KYC support on client matters working closely with colleagues and compliance officer.   Coordination and implementation of complex financial transactions between corporate entities and individuals cross border including fiscal structuring projects spanning several jurisdictions.  Providing ad-hoc support and research to members of the team Supporting the Manager in a range of any other duties, as requested on a day-to-day basis.     knowledge, skills & qualifications   Excellent verbal and written communication skills, with fluency in English Excellent attention to detail and precision Excellent level of Microsoft Office Suite Minimum 2:1 university degree in Economics, Finance or Law Previous work experience in a Private Client environment, Trust Company, or a Multi-Family Office Bookkeeping/Accounting knowledge desirable, as is a legal background (or willingness to obtain a professional qualification such as the ACA, International Tax LLM or Company Secretarial or STEP) Fluency (native language) in an additional foreign language such as Italian, Spanish, or French desired although not essential     Competencies Strong entrepreneurial streak and attitude. Outstanding organisational skills. Ability to work well under pressure on multiple projects to meet deadlines maintaining poise, efficiency, and quality of work. Business savvy with good negotiation skills and the confidence to rise to new challenges where required. Project management experience ideal. A self-starter, adaptable person with problem solving mentality. Critical thinking / proactive / pre-empting outlook Confidence to ask questions and/or seek solutions when required. Ability to maintain confidentiality and handle highly sensitive information. Refined and polished interpersonal skills, with the ability to form good working relationships with key clients, investors and other parties including UHNWI and peers. Ability to remain firm yet polite and professional when dealing with difficult situation and in challenging circumstances. Ability to work in a fast-paced international environment. Takes responsibility and accountability for own work. Works in a cooperative, respectful manner with colleagues, clients, and the wider community Immediate Start.   Salary: according to experience with access to performance-based incentive scheme payable quarterly depending on seniority  

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Client relationship administrator

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