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Client Manager - Corporate Services

10-15 Years
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Job Description

The Role

  • Ensuring corporate and legal compliance in accordance with the jurisdiction of client companies.
  • Managing documentation and compliance under anti-money laundering regulations.
  • Overseeing Board Meeting compliance for overseas client companies, including scheduling, preparing agenda and board packs, and distributing them to directors.
  • Handling compliance for annual meetings of overseas client companies.
  • Attending Board Meetings, drafting resolutions and minutes, and ensuring approval and signatures from directors/Chairman.
  • Updating and renewing regulatory documents such as statutory registers, returns, registrations, licenses, certificates, insurance, etc.
  • Assisting in providing documentation for banking, taxation, and compliance purposes.
  • Supporting audits, including internal audits, risk assessments, and regulatory reviews.
  • Maintaining and updating client and internal trackers, ensuring data integrity and confidentiality.
  • Drafting and reviewing agreements, contracts, and other legal documents.
  • Preparing SOPs and training materials for team members.
  • Providing administrative and regulatory support to the Client Services and COSEC Teams as needed.

Key Skills

  • Strong drafting skills, including agendas, resolutions, minutes, reports, and agreements.
  • Ability to grasp compliance concepts across multiple jurisdictions.
  • Excellent work ethic, adaptability, and a flexible approach to learning.
  • Strong time management, multitasking, and ability to work under pressure.
  • Effective interpersonal and communication skills.
  • Collaborative team player with problem-solving and organizational skills.
  • Detail-oriented, results-driven, and able to work independently in a fast-paced environment.
  • Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).

Qualifications

  • Company Secretaryqualification; LLB/LLM is an added advantage.
  • Experience:4-10 years of post-qualification experience in secretarial and compliance roles.
  • Experience managing compliance forAlternate Investment Funds (SEBI & IFSCA).
  • Experience handling compliance underAnti-Money Laundering Regulationsis an added advantage.

More Info

Job Type:
Function:
Employment Type:
Open to candidates from:
Indian

About Company

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.

Job ID: 119721503