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Client Relationship Coordinator


Date of publication: 04-10-2017
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On Behalf of our client, a UK chartered accountancy practice, providing a wide range of accounting, taxation, compliance and business advisory services to UK and overseas clients. In Job UK & Ireland is looking for a


The position reports to the Client Relationship Manager and the candidate will work as a valued member of the team that included, Wealth Planners, Advisors, Accountants, Legal and Corporate Consultants.

Main Responsibilities:

  • Report directly to three Client Relationship Managers in London
  • Regularly liaise with other client’s offices globally
  • Upkeep and maintenance of the statutory files of international companies, including basic company secretarial duties (these may include the drafting of Minutes, Board Resolutions etc…)
  • Upkeep and maintenance of files pertaining client correspondence, including drafting of basic legal documents and communications relating to client transactions and coordinating the obtainment of the signatures on legal documents as required
  • Upkeep and maintenance of the financial files of international companies, including bookkeeping duties (for e.g. recording of bank transactions and filing statements, issuing, recording and filing invoices; preparation of spreadsheets required for VAT returns, etc…)
  • Opening and management of bank accounts with international banking institutions, includingthe preparation of bank transfers for international payments relating to client transactions, statements requests, SWIFT requests, internet banking, and other bank account management duties
  • Assistance with the completion of Anti Money Laundering checks and Know Your Client due diligence, day-to-day maintenance of compliance files
  • Maintenance of a good working relationship with the other global offices, ensuring that open communication is kept at all times and that information is shared
  • Communicating with external third parties in order to obtain and/or share information required to complete all above-mentioned duties. This will include regular contact with banks, solicitors and agents
  • Supporting the Client Relationship Managers and/or Board Member in a range of duties, as requested on a day-to-day basis


  • Minimum 2:1 university degree or a professional equivalent is desirable
  • Two or more years of administration experience in the financial services industry or a corporate environment
  • Knowledge in the area of fiduciary, corporate and trust services
  • Experience in wealth management administration or similar environment
  • Excellent verbal and written communication skills, with fluency in English (Italian is a plus)
  • Excellent MS Office skills
  • Outstanding organisational skills and ability to operate and prioritize in an international and fast-paced environment, managing challenging and complex circumstances
  • Excellent attention to detail and ability to work under pressure on multiple projects to meet deadlines
  • Good interpersonal skills, with the ability to form lasting relationships with clients and colleagues
  • Ability to remain firm yet polite and professional when dealing with difficult client related issues
  • Adaptable and with a problem solving attitude generally, the successful candidate will have the confidence to ask questions, seek solutions and take ownership of own tasks
  • Flexible work ethic
  • Ability to maintain client confidentiality and handle very sensitive information
  • Ability to administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures
  • Ability to make critical decisions independently

We Offer:

  • Competitive salary depending on experience
  • Free parking
  • Pension
  • Holidays

In Job UK & Ireland is an equal opportunity employer

Administration & Finance & Legal

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