Job Description

Client Services Manager


Rs 80,000 - 100000


Expires on 12 August, 2022

Job Detail


Our client in the Global Business Sector is seeking to recruit a Client Services Manager for its Operation Unit. The incumbent will handle a portfolio of clients in the different areas of the business namely administration, compliance, accounting, taxation and AML.


Provide day-to-day financial reporting services to a portfolio of clients and Private Equity Fund structures, ensuring compliance with internal policies and procedures.
Assist the Unit Head (UH) to reconstruct the team, build a strong foundation for the team to efficiently reach their goals.
Lead the team to put in place a procedure manual for each Fund structure and ensure it is kept updated.
Conduct a full audit of the workflow by examining the excels in place and interviewing the staff.
Responsible for the day to day management of a team of professionals to ensure the delivery of high quality and on time output to clients as per commitments, SLA, policies and procedures.
Work with the management team to ensure the planning, coordination and completion of monthly, quarterly, annual and periodic Management and Statutory Reporting of the structures and to ensure the team complies with all of its accounting and regulatory obligations.
Maintain and review bookkeeping, accounting files/schedules, including checklists to support the effective review of the financial statements.
Master/Deep dive the accounting software.
Work closely with the Accounting Team on client side to ensure that accounting records are accurate and transactions and activity within the portfolio are understood and incorporated into the disclosures as appropriate.
Act as the main point of contact for the clients and ensure information cascaded to team members in a timely fashion.
Onboarding of new investors including due diligence documents.
Collaborate with local and U.S Tax Advisors for the statutory and investor tax requirements and respond directly to investor queries through the U.S Tax investors.
Prepare and present reports, KPIs and Dashboards for management.

what you need to know


Holds a degree or is an ACCA or ACA qualified member.
A Master''s Degree would be an advantage.
At least 9 to 12 years of working experience in the Global Business Sector or an audit firm would be an advantage.
Demonstrate a client service mind-set when servicing the client.
Proficient in MS Office (Microsoft Word, Excel).
Good written and spoken communications skills.
Able to multi-task, prioritize and manage time effectively.
Excellent organizational and interpersonal skills.
Goal-oriented and an organized team player.
Quick learner and able to adapt in different work environment.
Well organised and a track record of working to tight deadlines.
Able to work under pressure.

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Job information

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Published Date:

14 July