Senior CSP Client Relationship Manager

Job Description

Duties include:
Understand banking requirements of CSP sector to identify how our Client can provide solutions to best meet their client requirements
Establishing relationships with key staff in the CSP sector who would benefit from a quick and cost effective international banking solution
Identify new client opportunities and set up meetings to secure new business
Active participation in CSP related events, industry forums to generate new business opportunities
Manage relationships with external brokers to ensure all client requirements are managed effectively and efficiently
Follow registration process for new clients ensuring policies and procedures are followed
Develop and maintain reports/spreadsheets for management and clients to identify profitability and key data
Comply with all internal policies and procedures relevant to the role
Undertake ad-hoc projects and assignments
Communicating effectively and maintain strong relationships with clients and intermediaries
Manage day to day queries and administration requirements for clients ensuring client standards are maintained to the highest level
Communicate efficiently and promptly as part of a team
Assist with processing new account applications
Scan and file documents into system

Skills and experience required:
5 years’ experience working as a CSP company and trust administrator
A strong understanding of trust and corporate structures and related statutory requirements and legislation
Knowledge of processing International payments through online banking platforms
Experience of applying for new company bank accounts
Strong trust and corporate administrative skills
Able to deliver excellent client service both in person and through written correspondence
An understanding of AML
Excellent presentation skills, both oral and using power point
Good interpersonal skills and enjoy being a team player
Ability to produce quality work to strict deadlines
Self-motivated and used to acting on own initiative
Experienced at establishing excel spreadsheets