About The Role.

The individual will take pride in managing client expectations and providing efficient, timely and high-quality administration services. The role holder will be part of a team responsible for servicing a portfolio corporate entities. They will be acting as a key contact for these entities and ensure that our clients are serviced at the highest level in an efficient, effective and pro-active manner. In addition to liaising directly and independently with the clients, they would be expected to liaise directly with any third parties and board members. The individual will, upon passing the probationary period, be a signatory and take ownership at this appropriate level. Both roles are responsible for managing the day-to-day relationships of the portfolio of clients in conjunction with their colleagues.   A Senior/Client Relationship Manager will be expected to be able to deal with more complex clients and may have line manager responsibilities and be expected to assist with training of more junior team members.

Your duties will include:

• Working with colleagues to manage day to day relationships and activities of a portfolio of clients
• Providing a high level of professional service to a varied portfolio of client relationships and attending generally to corporate structures
• Preparation for and attending board meetings
• Drafting board meeting agenda, minutes and written resolutions
• Assisting the company boards in ensuring good governance
• Liaison with professional 3rd party firms as required
• Processing of documentation relating to investment transactions
• Liaison with various parties through transactions or corporate actions
• Adhering to Suntera’s operating procedures and internal policies
• Being proactive in supporting company-wide objectives
• Be a team player, and work well in an open, transparent team
• Ensuring you and your team comply with regulatory and legal requirements
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager