Client Relationship Officer

Client Relationship Officer

Camana Bay

Monday – Friday 8:30 am – 5:00 pm

Hybrid 3 Days Onsite

CSC is currently seeking an enthusiastic, highly motivated, team player to join our Capital Markets team as a Senior Client Relationship Officer with strong organization and communication skills to manage the administration of a portfolio of companies and partnerships from formation to closure in accordance with company policy, assisting the Capital Markets team with project work and training, and such other responsibilities as required.

Some of the things you’ll be doing

• Independently manage a busy portfolio of companies and partnerships
• Process correspondence and administrative matters from intermediaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of companies and partnerships
• Interpret board and shareholder resolutions and to update and provide statutory registers and other documents, including Register of Directors and Officers and Register of Members
• Prepare and file documents with government agencies and regulatory bodies in a timely manner so as not to incur penalties
• Maintain ViewPoint, Salesforce, KYCP, COWT, and Laserfiche to assist with maintaining the database's integrity, updating such as and when necessary
• Carry out reviews on the assigned portfolio of companies and partnerships and to escalate issues and opportunities identified thereby
• Prioritise client requests (24 hours response time) and attend to general correspondence with the Registrar of Companies, CIMA, attorneys, and third-party service providers
• Contribute to the revenue growth of the team by accurately recording time and identifying opportunities for cross-sell and up-sell
• Ensure that all statutory filings are attended to within the required deadline and in accordance with local legislation and regulatory requirements, including FATCA and CRS
• Consistently monitor and minimize receivables while ensuring timely settlement of all invoices
• Develop effective working relationships with clients and business partners
• 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 ad hoc projects
• Share best practices with team members and contribute to the review of policies and procedures
• Provide cover for other team members

What technical skills, experience and qualifications do you need?

• Bachelor’s degree with a minimum of two years relevant industry experience in legal, trust or company administration
• Analytical - Ability to accurately review documents and files for necessary data, check records for accuracy, update documents to completion and retrieve data to answer questions
• Corporate Governance – Understanding of corporate governance, relevant local regulations and best practices
• Knowledge - Demonstrated knowledge of the regulatory requirements and local laws relevant to the administration of corporate structures; Administers corporate entities and is aware of the types of corporate entities within the Cayman Islands; Awareness of FATCA and CRS, Beneficial Ownership, and Economic Substance.
• Reporting – Communicate clearly and objectively on work completed and status of client matters
• Training – Ability to guide and assist junior team members with new skills and knowledge that will enhance their product and add value to the client service offering
• Experience in successfully working as part of a team
• Proven experience in successfully administering Cayman Islands companies and partnerships
• Demonstrable knowledge of various types of corporate structures and understanding the difference between such
• Understanding of corporate governance, relevant local regulations and best practices
• Experience in successfully liaising with clients, regulatory bodies and third-party service provider via telephone and/or email
• Proficiency in Microsoft 365
• Experience of CORIS, CAPS, and REEFS.

At CSC, Compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the range is 75,000 KYD – 85,000 KYD

#CSC #CSCCareers

Responsibilities

• Independently manage a portfolio of companies and partnerships, processing correspondence and administrative matters.
• Interpret and update statutory registers, ensuring timely filing of documents with government agencies.
• Maintain and update database systems, including ViewPoint, Salesforce, and Laserfiche.
• Conduct reviews and escalate issues/opportunities related to the assigned portfolio.
• Prioritize and respond to client requests within 24 hours, maintaining effective communication with stakeholders.
• Ensure timely settlement of invoices and minimize receivables.
• Develop and maintain strong working relationships with clients and business partners.
• Assist with KYC information collection and due diligence processes in collaboration with the Compliance department.
• Contribute to ad-hoc projects and share best practices with team members.
• Provide coverage for other team members as needed, ensuring seamless operations.

Qualifications

• Bachelor's degree with a minimum of 2 years of relevant industry experience in legal, trust, or company administration.
• Analytical skills to review and update documents accurately.
• Knowledge of corporate governance, regulatory requirements, and local laws.
• Excellent communication skills, both written and verbal.
• Ability to work effectively as part of a team and independently.
• Proficiency in Microsoft 365 and experience with CORIS, CAPS, and REEFS.
• Strong organizational skills and attention to detail.
• Proactive approach to work, initiating tasks without direct supervision.
• Agility to adapt to changing tasks and increased workload.
• Integrity, accountability, and a commitment to quality standards.

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers .

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

About The Team

At CSC, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.

• CSC is a great place to work with smart and dedicated people.
• We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
• We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
• Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
• CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.