Job Description
Client Services Manager (Company Secretory) - India
Apex provides a comprehensive range of corporate and board support solutions including the provision of directors, governance and corporate secretarial support, accounting and financial reporting and payroll services amongst others. Our global experienced and dedicated team of professionals provide a range of corporate services that are at the forefront of industry best practice and meet the highest standards of corporate governance. We work closely with clients to develop tailored solutions and provide a service that is consistent, reliable and client focused.
Please feel free to visit our website: www.apexgroup.com
Role purpose
Main point of contact for key clients and working alongside colleagues across Apex Group by establishing direction and ensuring the right organisational capability and culture exists within the client services team to achieve a broad set of objectives.
The role and key responsibilities
• Review of key deliverables to clients such as Minutes, compliance documents, documents for submission to registrar/regulatory bodies and share with client
• Plan, coordinate and completion of administrative tasks, Management Reporting and Statutory Reporting of corporate entities to ensure the team complies with all of its regulatory obligations and requirements.
• Implementation of entity customer specific procedures in relation to the administration and reporting requirements.
• Coordinate & monitor Global Outsourcing work, alongside Vice Presidents in Mauritius and report progress into Senior Vice Presidents and directors in Mauritius, with the aim to deliver a global client service to a predominantly India focused client base.
• Participate in leading the development of India specific products such as GIFTs, Funds Solutions, ESG, Corporate Solutions as well as any innovative product lines as part of India onshore and GIFTs offering.
• Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines.
• Lead and mentor team members.
• Provide an excellent customer service to clients and ensure they are always satisfied with the quality of the work being delivered and all their requests are being attended in a timely manner.
• Develop and implement best practice on all processes to add value to the services offered to clients.
• Respond to client within 24 hours. Where urgent, respond immediately. If work require more than 24 hours to respond, to provide an indication of when response will be provided.
• Ensure the right resources are assigned to each client portfolio in the day-to-day servicing and monitor the financial recoverability on such accounts by taking into consideration the revenue generated from such account, the profile / chargeable rate of the resources assigned and the maturity profile of such clients.
• Plan, develop and implement strategy/goals for the teams under your management to meet agreed organizational plans and strategy.
• Provide a tailor-made service by establishing work plan for new client setup and transitions.
• Review Fund shareholders’ agreements, PPM’s, constitutions, subscription book and other materials from an operational angle as required.
• Manage various operational aspects associated with client relationships.
• Monitor internal service delivery levels against established standards (contractual Service Level Agreements).
• Travel and meet clients, as and when required, to enhance proximity with clients and manage client relationships.
Skills required
• Company Secretary, preferably degree-educated: minimum 10 years of relevant work experience
• LLB degree will be an added advantage
• An entrepreneurial mindset, with outstanding organisational, relationship management and leadership skills
• Excellent time management and planning skills to deliver against agreed deadlines and objectives.
• Ability to present ideas in user-friendly, business-friendly and technical language
• Customer centric and problem solver
• Ability to effectively prioritize and execute tasks in a fast-paced environment
• Excellent English – verbal and written
What we offer
• Exposure to all aspects of the business, cross-jurisdiction and working with senior management.
• Opportunity to work in an agile, diverse and multidisciplinary team.
Whilst this is a reflection of the role it is not exhaustive and the role holder will be expected to be flexible and take on activities outside of those listed from time to time.
theapexgroup.com
Apex provides a comprehensive range of corporate and board support solutions including the provision of directors, governance and corporate secretarial support, accounting and financial reporting and payroll services amongst others. Our global experienced and dedicated team of professionals provide a range of corporate services that are at the forefront of industry best practice and meet the highest standards of corporate governance. We work closely with clients to develop tailored solutions and provide a service that is consistent, reliable and client focused.
Please feel free to visit our website: www.apexgroup.com
Role purpose
Main point of contact for key clients and working alongside colleagues across Apex Group by establishing direction and ensuring the right organisational capability and culture exists within the client services team to achieve a broad set of objectives.
The role and key responsibilities
• Review of key deliverables to clients such as Minutes, compliance documents, documents for submission to registrar/regulatory bodies and share with client
• Plan, coordinate and completion of administrative tasks, Management Reporting and Statutory Reporting of corporate entities to ensure the team complies with all of its regulatory obligations and requirements.
• Implementation of entity customer specific procedures in relation to the administration and reporting requirements.
• Coordinate & monitor Global Outsourcing work, alongside Vice Presidents in Mauritius and report progress into Senior Vice Presidents and directors in Mauritius, with the aim to deliver a global client service to a predominantly India focused client base.
• Participate in leading the development of India specific products such as GIFTs, Funds Solutions, ESG, Corporate Solutions as well as any innovative product lines as part of India onshore and GIFTs offering.
• Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines.
• Lead and mentor team members.
• Provide an excellent customer service to clients and ensure they are always satisfied with the quality of the work being delivered and all their requests are being attended in a timely manner.
• Develop and implement best practice on all processes to add value to the services offered to clients.
• Respond to client within 24 hours. Where urgent, respond immediately. If work require more than 24 hours to respond, to provide an indication of when response will be provided.
• Ensure the right resources are assigned to each client portfolio in the day-to-day servicing and monitor the financial recoverability on such accounts by taking into consideration the revenue generated from such account, the profile / chargeable rate of the resources assigned and the maturity profile of such clients.
• Plan, develop and implement strategy/goals for the teams under your management to meet agreed organizational plans and strategy.
• Provide a tailor-made service by establishing work plan for new client setup and transitions.
• Review Fund shareholders’ agreements, PPM’s, constitutions, subscription book and other materials from an operational angle as required.
• Manage various operational aspects associated with client relationships.
• Monitor internal service delivery levels against established standards (contractual Service Level Agreements).
• Travel and meet clients, as and when required, to enhance proximity with clients and manage client relationships.
Skills required
• Company Secretary, preferably degree-educated: minimum 10 years of relevant work experience
• LLB degree will be an added advantage
• An entrepreneurial mindset, with outstanding organisational, relationship management and leadership skills
• Excellent time management and planning skills to deliver against agreed deadlines and objectives.
• Ability to present ideas in user-friendly, business-friendly and technical language
• Customer centric and problem solver
• Ability to effectively prioritize and execute tasks in a fast-paced environment
• Excellent English – verbal and written
What we offer
• Exposure to all aspects of the business, cross-jurisdiction and working with senior management.
• Opportunity to work in an agile, diverse and multidisciplinary team.
Whilst this is a reflection of the role it is not exhaustive and the role holder will be expected to be flexible and take on activities outside of those listed from time to time.
theapexgroup.com
💡 Quick Summary
Seeking a career-building opportunity? The Vice President position is now open for candidates interested in the MIS Executive sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
