Deliver Exceptional Client Service
This role offers a unique opportunity to excel in client management and servicing.
* Coordinate the incorporation of legal entities for new clients.
* Act as the primary point of contact for internal and external stakeholders.
* Manage all aspects of transactions, including related documentation and administration tasks.
Maintain accurate records, meet client reporting deadlines, and provide commercial review of transaction agreements.
Key Responsibilities
Review and approve ongoing servicing activities, prepare budgets and forecasts, and ensure timely delivery of management accounts.
* Oversee the reconciliation of servicer reports to bank accounts and monthly reports.
* Execute funds transfers and manage cash reconciliations.
* Distribute reports within strict deadlines and maintain excellent relationships with third parties.
Professional certifications such as ACCA/ACA/CPA/CIMA are preferred but not essential.