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Account Manager

hace 46 minutos

Montevideo, Montevideo, Uruguay Citco A tiempo completo

About Citco:

For more than 75 years, we have been at the forefront of the corporate services industry, serving dynamic companies with sharp thinking, foresight, and unmatched expertise. That tradition continues today and into the future as we carve new paths and help shape the future of our industry.

About the Team & Business Line:

For over 75 years Citco has developed an ethos of service excellence and partnership in corporate fiduciary and administration that our clients rely upon. Through our global office network we provide a full suite of corporate administrative services to set up, administer and maintain corporate entities throughout their life cycle. Working with our Global Subsidiary Governance Services (GSGS) team, you will work with multinationals, corporates and private clients to provide critical support that helps them meet the increasing regulatory and compliance requirements that shape the industry.

Your Role:

  • You will manage a portfolio of companies and supervise a team of three or more staff members.
  • Manage and supervise a large portfolio of companies
  • Receive, handle and/or delegate clients' requests to staff within the account, and monitor progress thereof
  • Ensure that the full account meets time writing targets; provide guidance and training on proper procedures related to time writing to staff
  • Knowledge of procedures relevant to incorporations and all other aspects of BVI Business Companies, and train staff on these procedures
  • Attend the weekly Account Managers' meeting and lead team meetings with staff under supervision
  • Monitor and pursue collection of KYC information and accounts receivables
  • Ensure account meets Citco's risk policy requirements in regards to all business
  • Monitor staff attendance and time recording on a daily/weekly basis
  • Perform annual appraisals of account staff
  • Identify training needs of staff and submit to Managing Director
  • Manage different projects that may be assigned by Managing Director, meeting expected deadlines

About You:

  • You are a Chartered Secretary or hold a degree in Law, Business or similar qualification.
  • At least three years' experience in the financial service industry
  • Computer literate; knowledge of Microsoft Word mandatory
  • Knowledge of services provided the other Citco offices
  • Working knowledge of IBI/BVIBC Acts and Citco's KYC, Risk, and all Group policies
  • Knowledge of Citco operational procedures, policies and procedures
  • Excellent communication skills
  • Capable of interpreting basic financial data
  • Professional attitude and commercial affinity
  • Fluent in English and Spanish and/or have Portuguese language skills
  • Ability to meet strict deadlines and handle heavy workload

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.