Executive - Client Services

About the role

The Executive – Client Services will manage the day‑to‑day administration of a diverse portfolio of domestic and international entities. Reporting to the Manager – Client Services, the role involves direct interaction with clients, banks, authorities and internal teams to ensure accurate data, timely payments and regulatory compliance.

Key responsibilities

• Ensure that statutory and static data for all client entities are properly maintained, regularly updated and that statutory registers reflect the current information.
• Accurately process, approve and record payments, including wire transfers, while maintaining detailed bank analysis reports.
• Coordinate the opening of new bank accounts both in Mauritius and abroad, handling all required documentation and communications.
• Liaise with clients to obtain supporting documents and with banks to guarantee timely processing of transactions and resolution of any issues.
• Draft simple to medium‑complexity resolutions, minutes, letters and other required corporate documents in accordance with regulatory standards.
• Handle incoming correspondence expeditiously, following established company and regulatory policies and procedures.
• Conduct KYC/CDD verification, perform AML screenings and ensure all filings and data updates are accurate on the internal system.
• Assist with statutory audit queries, provide necessary documentation and ensure timely completion of timesheets.
• Undertake ad‑hoc tasks such as remediation, filing, changes in directorship, changes in bank signatories, IB applications and updating callback forms.

Required profile

• Holder of a relevant degree (e.g., Management, Law, International Business, Finance).
• At least 2‑3 years of working experience within the finance industry or global business sector.
• Good understanding of the fundamental principles of trust and company administration.
• Computer literate with proficiency in Microsoft Office products.
• General understanding of company policies and procedures, with the ability to navigate multiple portfolios and work effectively in a team environment.

Required skills

• Proficiency with Microsoft Office applications.