Client Relationship Manager, Limassol

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Cyprus

Offer summary

Qualifications:

Minimum 3 to 4 years of experience in a corporate or client services role., Proficient in Office programs such as Outlook, Word, and Excel., Good understanding of Compliance and KYC requirements., Excellent communication skills in English; knowledge of Greek is a plus..

Key responsibilities:

  • Act as the primary contact for clients and manage relationships.
  • Handle administrative tasks related to trusts and corporate structures.
  • Manage trusts and complete reports for authorities.
  • Coordinate with internal departments and external parties to ensure compliance and service quality.

Emerald Zebra - FinTech, Tech & Finance Sector Jobs in Cyprus logo
Emerald Zebra - FinTech, Tech & Finance Sector Jobs in Cyprus Startup https://www.emeraldzebra.cy/
11 - 50 Employees
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Job description

Emerald Zebra is seeking a Client Relationship Manager for our client. a financial services company, a CySEC licensed ASP which forms part of the client's group, an international group of companies with 30+ years experience in trusts and corporate services.

Our client is a long-standing provider of cross-border corporate, wealth, and retirement planning services. Serving a broad international client base, including business owners, private investors, and family offices, the firm offers tailored structuring and fiduciary solutions. They operate across multiple jurisdictions with a strong reputation for delivering independent, client-focused service.

We are looking for an experienced Client Relationship Manager to form part of their Client Services Team.

Duties and Responsibilities

  • Acting as primary contact with clients who have structures administered and managed by the firm.
  • Building and maintaining a relationship with clients, settlors, beneficiaries and their advisors.
  • Dealing with administrative tasks relating to trusts and corporate structures, including opening of bank accounts and drafting minutes and resolutions.
  • Managing trusts administered by the Cyprus office of the Group.
  • Completing reports and filing with the relevant authorities in a timely and orderly manner.
  • Handling the Cyprus Registrar of Companies for online preparation and submission for all company requirements, from incorporation to closure.
  • Maintaining and updating company records both as needed in physical files and in our in-house systems/software.
  • Liaising with external parties for applications/registrations/audits as required.
  • Liaising with other departments within the office and the Group including business development managers, internal accounting, client account and compliance to ensure a professional service is provided to clients.
  • Monitoring activities of structures to ensure compliant with procedures and policies.
  • Liaising with legal department in relation to contracts and agreements
  • Recording chargeable and non-chargeable time against client matters.
  • Working on own initiative as part of a CRM team.
  • General office administration tasks on an ad-hoc basis.
  • Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.

Requirements/Profile

  • Minimum 3 to 4 years experience in an equivalent corporate/client services role
  • Good time management
  • Excellent knowledge of Office programs/tools (Outlook, Word, Excel)
  • Good understanding of Compliance and KYC requirements Excellent communications skills in English, both written and verbal
  • Professional level of English and Greek language both written and verbal is an advantage
  • Trust administration experience an advantage Strong team player skills and the ability to work harmoniously with a diverse workforce, with good people management skills
  • Ability to multi-task and work under pressure, be flexible and adapt easily
  • Accurate with good attention to detail and excellent time management skills

The salary will be commensurate with experience. Other benefits include flexible working hours, work from home / hybrid working, bonus incentive scheme, private health insurance, social events and team building days, day of annual leave for birthday, training both in-house and external with company sponsorship for professional qualifications available, and a great working environment.

Apply to georgia.michaelides@emeraldzebra.cy

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • People Management
  • Time Management
  • Communication
  • Multitasking
  • Detail Oriented
  • Teamwork

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