Manager/Senior Manager, Client Services

Job description

Key responsibilities

  • Responsible for all operational aspects of Unit deliverables including effective management of the resources and activities.
  • Ensure high quality service delivery within Unit.
  • Oversee, review and monitor work done by the Unit members.
  • Review timesheets, identify, and take actions for spare capacity v/s overloaded staff.
  • Provide regular updates on all operational aspects of Unit deliverables to senior management.
  • Identifying training needs and communicate to senior management.
  • Show understanding of business risks in the Global Business Sector (GBS) and approach day to day work with a risk minimisation mind-set.
  • Proactively identify areas of operational risks, prescribe actions to mitigate risk, and escalate accordingly.
  • Perform customer due diligence (CDD) as per AML Code and maintain an updated list of CDD for all companies.
  • Attend accounting-related client meetings, internally and externally when required.
  • Enroll in Discussion Forums or other network groups to keep up to date on matters related to Global Business Sector.
  • Sign off on bank account opening and ensure that banking transactions undertaken are within the company's scope of business.
  • Diligent review of board packs and ensure high quality deliverables.
  • Ensure transactions which require the approval of shareholders are backed by shareholders resolution or dispensation received.
  • Diligent review of applications for certificate of current standing, certificate of good standing and issue of certificate of incumbency.
  • Effective handling of incorporation documents and follow up with ROC/FSC for timely receipt of licence.
  • Effective handling of restructure, merger, re-domiciliation, transfer and winding up of companies.
  • Troubleshoot and/or assist in resolution/escalating of complex accounting issues.
  • Ensure timely filing of Annual returns, APS returns, PAYE return, TDS returns, VAT returns, Indian tax returns within statutory due dates.
  • Manage client relationships and service delivery for allocated clients and/or functions, ensuring that client requirements and requests are met consistently to the highest standard and within deadlines and that clients are satisfied with their level of service.
  • Have regular meetings with team members to ensure team objectives are met.
  • Diligently perform Performance Appraisal of team members by comparing objectives and actual achievements based on facts.
  • Demonstrate application of customer driven approach and coach team members.
  • Assume responsibility and take initiatives
  • Ability to provide constructive feedback on time to allow personal and professional development
  • Assisting in a culture of continuous process improvement. Involvement in, review and implementation of plans to further develop the Unit.


Skills / experience

  • 9 to 12 years of working experience in the Global Business Sector or an audit firm would be an advantage;
  • Holds a degree or is an ACCA or ACA qualified member
  • A Master’s Degree would be an advantage
  • Demonstrate a client service mind-set when servicing the client.
  • Proficient in MS Office (Microsoft Word, Excel).
  • Good written and spoken communications skills.
  • Able to multi-task, prioritize and manage time effectively.
  • Excellent organizational and interpersonal skills.
  • Goal-oriented and an organized team player.
  • Quick learner and able to adapt in different work environment.
  • Well organised and a track record of working to tight deadlines.
  • Able to work under pressure.