Client Relationship Officer (Operations)is being sought by a leading fund administrator and corporate service provider. The role reports to the Relationship Manager.
Responsibilities:
Liaising with clients, client representatives, client employees including crew, as well as suppliers and other external support persons
Liaising and assisting different departments within the company
Assisting the Client Relationship Manager with client duties, including promoting and following up on client meetings, team meetings, preparation of various documents, review of work including filing, timesheets, etc
Receiving, reviewing and processing client instructions on a daily basis
Assisting with all banking processes including the opening, closing and operation of client bank accounts, and obtaining credit cards
Vetting of invoices, Processing bank instructions (including daily payments)
Provide banks with the required supporting documents on the transactions executed, Monitoring of bank accounts, Obtain due diligence on incoming funds and Monitoring the loan balances against the loan agreements and repayments
Assisting the company's Compliance Department with the transaction monitoring Collating and distributing mail received, Downloading bank statements
Assisting with drafting of charter agreements, monitoring funding and ensure that the respective VAT is paid and Assisting the company's Accounts Department with obtaining the client signatures on audit
Assisting the Client Relationship Manager with client entities and their business, be it leasing, chartering or merely holding
Liaising with banks on various aspects
Requirements
At least 2 years relevant experience within a CSP or similar organisations
Minimum A'Level standard of Education and relevant courses on applicable Maltese legislation
Collaborative team-player with experience of working in a dynamic organisation
Hands-on and with attention to detail having a positive attitude towards solving problems
Good communication skills
Ability to think outside the box and to be pro-active
Culturally sensitive and experienced in dealing with multiple nationalities, business cultures
Ability to deal with change and to take initiative
Preference will be given to candidates who possess a qualification in Business Management or Banking & Finance