(Senior) Relationship Manager - Legal & Corporate Services
Zug, Switzerland
Monday – Friday, 40 hours per week
Hybrid
Opportunity
We are the premier global business, legal, and financial services company providing knowledge-based solutions to clients worldwide. We have locations and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia-Pacific, and the Middle East, with more than 8,000 employees. We are the business behind business®.
Position
The (Senior) Relationship Manager works under supervision of the Director Client Services. The (Senior) Relationship Manager is end responsible for the general financial, legal, fiscal and compliance aspects of all client companies in own portfolio, in order to make sure, that they are in good legal, fiscal and financial standing (monitoring status on amongst others the accounts, tax returns, AGM’s, AML, KYC documentation and receivables) and in line with legislation and clients’ expectations.
Responsibilities include but are not limited to:
(All the tasks below should be done following CSC’s internal procedures / internal policies).
Relationship Management
- Maintains and grows excellent relations with existing clients, intermediaries and relevant colleagues across the board, resulting in longstanding and profitable relationships with clients and intermediaries and no client outflow;
- (Proactively) Communicates and coordinates with clients as well as all internal and external parties regarding broad range of issues within client portfolio.
Business Development
- Identifies (cross) sell opportunities and retention risks, alerts to the Director Client Services, proposes and executes corrective & commercial action;
- Analyses competitors and relevant (service) developments and trends in markets and in fiscal, legal and financial areas, taking into account the commercial interests of CSC, so as to identify and initiate product/service improvement possibilities and signal and report commercial market opportunities;
- Contacts clients and advisors to acquire new/additional business;
- Attends internal and external networking events.
Administration & transactions
- Manages general legal and financial/fiscal aspects of the companies under management;
- Is responsible for the incorporation of companies and the good legal standing during the whole “lifecycle” of companies;
- Is responsible for the in-time delivery and quality of the services agreements, ancillary documents, annual accounts & tax returns of own client portfolio;
- Is responsible for the correct execution of financial transactions of client companies, such as capital increase, participations, distribution of dividends, granting or obtaining loan facility.
Corporate Services
- Ensures proper handling of corporate and financial transactions of (new) clients, including incorporation, liquidation migration, closing etc.
- Ensures and maintains good standing of assigned Swiss client entities. This includes legal & corporate housekeeping tasks and coordination of client specific requests.
Compliance
- Propagates & monitors proper use of compliance regulations, planning & system registration;
- Manages the periodic review of client files to ensure ongoing compliance.
Reporting
- Oversees impact of revenue own portfolio on office results, alerts issues and changes with consequences for team and/or office budget realisation;
- Is responsible for the proper maintenance of (legal & financial) records of all actions taken, coordinate reporting of issues to Director Client Services.
Invoicing
- Is responsible for timely invoicing and collection of clients and/or client companies;
- Manages the time writing on own client portfolio on a timely basis to ensure appropriate chargeability and proper invoicing.
Directorship
- Depending on seniority, there is the possibility to take on the role of administrative board member / managing officer for Swiss client mandates.
System use
- Ensures and sees to optimal use of the available systems (Laserfiche, Viewpoint, Microsoft Office, SAP, SharePoint, etc.), in order to ensure efficiency.
Coaching & supervision
- Coaches and supervises the colleagues working on own portfolio in a day-to-day operational way;
- Is responsible for the planning and quality of the output undertaken within own portfolio;
- Analyse internal procedures and implementation of new standards in the areas of responsibility;
- Correct application and verification of the internal control system;
- Awareness of developments taking place within client structures and to identify possible commercial opportunities;
- Participate in incorporation-, restructuring-, and liquidation projects.
Required Knowledge, Skills & Expertise
- (Swiss) Legal Master’s degree
- Minimum 2-5 years legal & corporate housekeeping or relevant professional experience;
- Experienced with relationship management, professional client communication, networking;
- Up to date relevant local legal and market knowledge: market conditions, main actors and changing legislation;
- Knowledge of CSC procedures & policy, how they compare with competitors and their consequences for the clients;
- Understanding of 'other' specialisms (tax, compliance or accounting) and ability to explain the range of activities within client account;
- Understanding of impact of managed client portfolio on commercial & operational success;
- Analytical, proactive, organized, and a strong team player.
- Eager to learn and take on tasks beyond the job description.
- Hands on personality with the flexibility of taking over tasks beyond the job description
Our Offer:
- Interesting and varied work in a motivated team;
- Competitive pay and compensation package;
- Opportunity to help shape internal work processes across departments;
- Opportunity to work with various external experts for our international clients with a view ‘beyond the local legal & fiduciary industry’;
- Responsibility in cross-team customer tasks and projects;
- Opportunities for internal and external training;
- Innovative working time models and flexible working hours, including possibility to work from home;
- Min. 5 weeks holidays (depending on education & seniority);
- Compensation of overhours (in time and/or pay);
- And many things more.
Did we catch your attention? Apply today! For any queries, please do not hesitate to reach out to Naomi Thomas, Talent Acquisition Partner – [email protected]
#LI-NT1 #CSC #CSCCareers
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
