Client Executive Resume Examples

client executive

  • Shadows Vice President (VP) on client /prospect appointments
  • Analyze client/prospect research and industry issues and identify opportunities for delivering solutions
  • Assists with preparing and presenting client presentations such as stewardship reports, Strategy Meetings , Compensation negotiations etc.
  • Assists in the development and finalization of Client Service Agreement.

client executive

  • Clients dealing, 
  • Proof Reading, 
  • Compilation of Jobs, 
  • Banks dealing, 
  • Invoice Preparation,
  • Purchases, 
  • Daily Accounts 

client executive

  • Answer telephones and take buying selling orders and executions of clients orders
  • Ledger creating on excel sheet on daily basis of clients daily trading history 
  • Provide services to customers, such as order placement or account information 
  • Liaise with clients for assistance 

client executive

  • Incorporation of GBCs (Authorized companies and GBL);
  • Migration of GBC to IBC;
  • Bank account opening including liaison and follow up. Monitoring operations of the account;
  • Liaise with the authorities such as ROC, FSC and MRA;
  • Filing of appointment and resignation of director with ROC and FSC;
  • Resignation and appointment of Management Company/ Registered Agent;
  • General administration relating to existing and new companies;

client executive

  • Develop and translate a series of communication materials, such as crisis manual, master Q&A content bank and workshop proposal to align client’s messaging with its strategy and ensure messaging consistency across channels and high-stake events. 
  • Regularly liaise with key local and worldwide technology media for exposure opportunities , including article pitching and industry award submission. 
  • Key coordinator and on-site supporter in local and overseas events, including Huawei Ultra-broadband Forum, media luncheons, spokesperson media trainings and key message development workshops targeting senior-level executives.
  • Supervise, motivate and monitor team performance

client executive

  • Identify prospective personal lines clients through referrals and other prospecting techniques.
  • Build a quality pipeline of leads.
  • Develop submissions of insurance for engaged clients.
  • Quote between 80-120 prospects per month; or as needed to meet production plan.
  • Follow all quality control and underwriting procedures established by the Company.

client executive

  • Ledger creating on excel sheet on daily basis of clients daily trading history
  • Delivery of Jobs.
  • Liaising with clients such as attending queries, draft resolutions and preparation of board minutes;
  • Liaising with the FSC and ROC for transfer of shares , filing of accounts, filing issue of shares and filing of statement of particular charges;

client executive

  • Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities;
  • Preparation of financial summary for GBC1 and GBC2;
  • Attending to clients queries relating to accounting;
  • Liaise with auditors for accounts; and
  • Filing of accounts with the FSC 

client executive

  • Maintain risk profiling and AML checklist on a regular basis;
  • Carry out due diligence on Clients as well as conducting world checks;
  • Liaising with the Mauritius Revenue Authority for the allocation of Tax Account Number for new entities;
  • Applying for Tax Residence Certificate and renewal of same; and
  • Ensure that statutory and client deadlines are met;
  • FATCA and CRS reporting; and
  • Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities