Adecco is seeking a Client Relationship Manager to oversee an assigned portfolio of companies and assets within an international leader in corporate and fiduciary services.
Main Responsibilities:
* Managing an assigned portfolio of companies and underlying assets.
* Direct interaction with settlors, beneficiaries, professional advisors, and lawyers to manage distributions, additions of assets, and the inclusion/exclusion of beneficiaries.
* Coordinating with investment managers, banks, and other parties for the purchase and sale of shares, properties, and other assets.
* Drafting correspondence and documentation, including trustee minutes and legal documents, ensuring a full audit trail.
* Preparing and monitoring payment instructions and administrative actions.
* Maintaining accurate client data within internal systems.
* Producing and submitting regulatory reports.
* Managing the billing process, including time-recording activities.
* Overseeing the onboarding and termination of trusts.
* Monitoring and supervising assets, liaising with banks and advisors as needed.
* Handling ad hoc requests and tasks assigned by the manager or director/a.
* Supporting information collection for specific projects (e.g., UK asset reporting for HMRC or 10-year reviews).
* Following up on outstanding debt collection.
* Coordinating with other departments, including Accounts, Compliance, and Banking, to approve trust-related actions (e.g., opening bank accounts, preparing accounts, etc.).
En Adecco creemos en la igualdad de oportunidades y apostamos por el Talento Sin Etiquetas.
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