Client Account Manager overseeing corporate secretarial services to transform traditional corporate governance. Collaborating with various teams and managing client onboarding in Hong Kong.
Responsibilities
Manage the client transfer-in process and handle client onboarding
Collaborate with the Compliance Manager on KYC procedures
Serve as primary point of contact for our Hong Kong-based clients
Collaborate with BVI team to prepare certificates of incumbency, good standing, and handle change to directors, members, and beneficial owners
Manage regulatory submissions including economic substance and ensure accurate client record maintenance
Update databases and work with Finance team on billing processes
Handle transactions on VIRRGIN and coordinate with clients, intermediaries, and internal stakeholders
Prepare minutes and resolutions in support of client transactions
Requirements
Bachelor's degree in Business Administration, Law, Accounting, Corporate Governance, or related field with 3+ years years of experience in corporate services
Proficient written and oral communication abilities in English and Chinese (Cantonese and/or Mandarin)
Strong interpersonal skills with excellent communication and responsiveness
High attention to detail, strong analytical abilities, and capacity to work under tight deadlines
Tech-savvy. Programming knowledge or interest is a plus
Senior Account Manager at Xenon7, shaping client relationships and driving business growth in AI. Manage enterprise accounts, drive sales, and oversee technical hiring processes.
Brand Partnerships Intern supporting the Brand Partnerships team in executing projects efficiently for a fashion retailer. Conducting research and assisting in managing partnerships for campaigns and activations.
Personal Lines Account Manager handling client insurance inquiries for Greylock Insurance Agency. Providing support, managing portfolios, and ensuring excellent service delivery while complying with regulatory guidelines.
Senior Account Manager managing multiple client accounts and coordinating internal teams for a medical communications agency. Ensuring project delivery aligns with client strategies and managing financials effectively.
Associate Relationship Manager providing banking solutions and strategic advice for clients and prospects. Collaborating with leadership and senior bankers on credit and portfolio management tasks.
Develop new business in commercial lending at SouthState Bank, managing loan portfolios and ensuring compliance with regulations. Collaborate with various teams to deliver superior client service in financial solutions.
Account Manager driving sales growth within transportation planning software sector. Building relationships and managing client accounts in Birmingham's public and private sectors.
Senior Relationship Manager at TIAA driving client lifetime income solutions through strategic partnerships. Leading integrated client teams to maximize growth, retention, and servicing of client relationships.
Join Ozone as an Account Manager focusing on the specialty coffee industry. Ensure excellent customer relationships and experiences while supporting the UK Wholesale team.
Commercial Lines Account Manager managing a diverse portfolio of general commercial accounts. Supporting client needs and delivering coverage recommendations at a fintech leader, Acrisure.