The client management support function is responsible for the coordination and completion of key operational activities, whilst providing regulatory expertise and risk management assistance. The main responsibilities include being the point of contact for client relationship managers from an account maintenance perspective.

The tasks for this role will include some or all of the following:

Prepare minutes/ resolutions/ other related documents/payments/distributions of a non-complex nature and execute as authorised signatory
Communicate with internal clients, global offices and local Agents independently
Work with other departments to facilitate delivery of administration service to clients
Observe and reinforce internal control policies and procedures and statutory guidelines as applicable to the role
Timely implementation of internal and external issues raised by management, audit and regulators
Assist in ad hoc projects
Support the client relationship managers with any relationship tasks including account opening, fee billing
Maintain client data records and information sources with updated trust account information
Assist in the preparation of trust reviews, investment reviews
Prepare Statutory filings
Assist with appointment of Third Party Service Providers and Associated Persons and the maintenance of data records

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