Senior Client Executive

Updated: March 30, 2024 03:29 AM GMT

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Moka

JOB SUMMARY
• Under the direction of the reporting lines, the senior client executive is responsible for a portfolio of clients and acting as the direct point of contact.

KEY FUNCTIONS
• Ensure a timely, precise and high quality service delivery to all clients
• Ensuring compliance with anti-money laundering procedures, working closely with compliance team for the proper due diligence in gathering all the necessary data and information for a full new client review;
• Attend to corporate secretarial functions;
• Drafting of minutes/resolutions;
• Prepare and organize board documents efficiently and in a timely manner;
• Attending board and other meetings as required;
• Instructing payments, statutory filings/returns and ensure a timely delivery
• Attend to client queries in a timely manner with a high service standard ensuring ownership through to completion;
• Proactively resolve clients moderate to complex issues and escalating as required;
• Responsible for incorporation of client... More Detail