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Relationship Manager
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Kestra Holdings Fort Wayne, United StatesShelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retire ...
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Relationship Manager I
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PNC Fort Wayne, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
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Relationship Manager IV
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First Merchants Bank Fort Wayne, United StatesJob Description · Job DescriptionAs part of this role, you will: · Implement an aggressive sales and marketing strategy to develop new and existing relationships. · Identify and develop prospects into significant new relationships with yearly goals for income production. · Aggre ...
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Plant Pc&l Manager Level 2
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NATIONS BEST HOLDINGS LLC Fort Wayne, United States**Join Our Growing Team** · We're focused on people and relationships first and we're passionate about customer service and continuous improvement. Are you looking to join a company that is focused on growth? If you enjoy working hard in a fast-paced environment, then** join our ...
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Interior Designer
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Operations Coordinator
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Kanak Naturals, LLC Fort Wayne, United States: · **About Us**: Kanak Naturals is a dynamic company dedicated to producing sustainable, disposable tableware and food containers. We are committed to eco-friendly practices and providing high-quality products to our customers. · Are you a self-starter with impeccable attention ...
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Account Manager
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Mergers and Acquistions Origination Lead
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Sales Manager
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Project Manager
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Customer Service Representative
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Recruiting Coordinator
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Ellison Bakery LLC Fort Wayne, United States**About Us** · Founded in 1945, Ellison Bakery is a leading industrial bakery located in Fort Wayne, Indiana. Ellison produces cookies, snack bars, crunch and inclusion, and other products for the industrial market, foodservice industry, and retail and private label space. · **Pu ...
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Management Trainee Program
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Buckle Fort Wayne, United States**Summary** · Buckle is searching for the next leaders in retail and sales. As a Management Trainee, you will work directly with your Store Manager to develop sales, recruiting and developing leadership skills that will propel you to become a excellent Store Manager. The Manageme ...
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Director - Home-based Services
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Firefly Children & Family Alliance Fort Wayne, United States**BUILD A CAREER THAT MEANS MORE** · **Few jobs offer the satisfaction and gratification that come from doing work that improves the lives of vulnerable children and families. That's where Firefly Children and Family Alliance stands out from the crowd. As one of our employees, ** ...
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Op - Project Manager
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Qualitative Project Manager
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Assistant Store Manager Trainee
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Assistant in Training
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Buckle Fort Wayne, United States**Summary** · Buckle is seeking experienced and talented individuals who desire to take their skills to the next level. As an Assistant in Training (AIT) and Assistant Manager, you have the privilege to work directly with the Store Manager and Leadership Team to develop sales, re ...
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Account Representative
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Access Pharmaceutical Fort Wayne, United States**Description**: · Job Title - Account Representative - Gastrointestinal · Job Location: Fort Wayne, IN · Job ID - 35ARgIN · **Account Representative - Gastrointestinal**: · We are currently looking to fill several full time roles to help manage pharmaceutical brand awareness, bu ...
Client Relationship Manager - Fort Wayne, United States - Corporation Service Company
Description
Client Relationship ManagerCamana Bay, Cayman Islands
Temporary (3-Month Contract)
8:00 – 5:00 Monday-Friday
Salary Range:
4,000 CI – 5,600 CI per month
On-Site
The Client Relationship Manager, Corporate has responsibility for the full corporate administration of a large portfolio of companies and partnerships from formation to closure in accordance with company policy and such other responsibilities as Senior Management shall from time to time determine.
In addition, the Client Relationship Manager will be responsible for the training of a select number of Client Relationship Officers and Senior Client Relationship Officers and support the Assistant Vice Presidents and Vice President as required.
The Client Relationship Manager will also be required to oversee any special projects including the Beneficial Ownership and Economic Substance projects and Annual Review and close out projects.
Some of the things you'll be doing:Manage and ensure that all processes are followed by all administrators, including the completion of all correspondence received by clients, intermediaries, and external service providers both into the physical corporate files as well as our electronic document management system (Laserfiche)
Unilaterally able to affect any company changes that are required in terms of any new instructions received by client or any Board or Shareholder resolutions outlining directorship changes, shareholder changes, updates to the Memorandum of Association and Articles of Association (M&As), appointment of auditors and legal counsel, client contacts etc.
Process and successfully make all relevant filings as required by the Registrar of Companies (
CAPand CORIS) to update appointments and resignations of directors, contacts, addresses, newly prepared constitutional documents (M&As, Section 10s etc.)
Maintain full communication with all clients, intermediaries, and external service providers as to progress on any and all filings made with the Registrar of Companies, ensuring finalised and approved documentation and certificates are provided to the client in a timely manner to avoid incurring of penalties and saved to internal records
Good understanding of the REEFs Cayman Island Monetary Authority's platform ensuring that all regulated entities are in good standing
Experience and use of ViewPoint in maintaining and updating the client database with updated information, client contacts and statutory appointments, advising the Relationship Manager to any deficiencies in the information currently stored
Awareness of Regulatory and Statutory deadlines throughout an annual cycle including a basic knowledge of Economic Substance Notification Filings to be made prior to the filing of the Annual Return due
Issuance and provision of invoices to clients including any necessary reconciliations for larger groups of clients via our online billing portal
Understanding of the required due diligence each client is to provide and assist with the collection of know your client ("KYC") information, including obtaining satisfactory due diligence on directors, shareholders and partners in liaison with the Compliance department
Assist with any ad-hoc projects required by senior management
Ability to train and manage a a team comprising of Assistants, Client Relationship Officers and Senior Client Relationship Officers in their roles and duties, upskilling the team and acting in a support capacity to the Assistant Vice Presidents and Vice Presidents.
3-4 years proven and relevant corporate administration experience
Proven understanding of corporate structures and relevant local regulations and best practices
Self-motivated, capable of working independently as well as within a team
Confident in managing a team, managing monthly check ins with your allocated team and running annual review of your allocated team
Ability to work under annual regulatory deadlines whilst maintaining excellent written and oral communication skills with strong attention to details
Ability to train and communicate basic principles to the Client Relationship Officers
Experience communicating with clients via email and telephone where necessary
Experience using the following systems:
CAP
CORIS
ViewPoint
Laserfiche
Adex or SAP Billing systems is beneficial;
Excel, Word, Outlook and Microsoft Teams
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