CMS Client Administrator

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About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success

Discover the Role

The CMS Client Administrator supports the setup of special purpose vehicles (SPVs) and other capital markets transactions as part of the Capital Markets Services (CMS) team ensuring TMF’s clients are provided with efficient, professional and high-quality services which meets all statutory obligations. He/she is responsible for assisting capital market transactions from inception through to closure. He/ She is responsible for ensuring accurate setup of the SPVs, working in a timely and efficient manner with CMS team to ensure successful delivery of corporate administrative, trustee and company secretarial services to clients and supporting the teams with their client facing obligations.

Key Responsibilities

• Supports the successful execution of all end-to-end SPV activities for TMF’s clients, ensuring client onboardings are completed in a timely and accurate manner in line
• Works closely with other teams in TMF UK CMS, including but not limited to, the CMS Accounting team, Trustee, Cash Manager and Loan Agency teams
• Builds relationships with clients whilst enhancing TMF’s strong reputation in the CMS services space with tax advisors, banks, custodians, lawyers and other key partners
• Ensure accurate and concise communications with clients, seeking support from the CMS Transaction Managers if required
• Support execution of transaction documents and other client deliverables
• Draft and self-review set-up/boarding documents including local filings, tax registrations and classifications before validating with the Transaction Managers
• Adhere to TMF internal procedures and ensure compliance with TMF’s Risk and Control framework and processes. This includes ensuring the 4 eye principle is always followed
• Assist with the co-ordination and resolution of Customer Due Diligence (CDD) queries
• Make suggestions for continuous improvement, challenging the status quo
• Ensure TMF internal AML compliance procedures are complied with in full and in a timely manner
• Ensure all client data is managed with integrity and maintained correctly
• Ensure successful delivery of client work with accuracy and completeness
• Work under the direction of a Transaction Manager ensuring work is delivered on time
• Ensure TMF meets our obligations to clients, providing all SPV setup services needed to effectively close a transaction within required timelines;
• Provide exceptional customer service whilst being decisive, firm and empathetic with customers
• Ensure customer complaints are escalated to the Transaction Manager within 24 hours
• Assist in business development and identify opportunities for cross-selling and up-selling of other company services, or billing for out of scope items

Key Requirements

• A degree in Law and/or Corporate Secretarial background is desirable
• A candidate with relevant work experience is preferred
• Experience of Capital Markets/Aircraft Leasing transactions or company secretarial experience is an advantage
• Resourceful, independent and strong problem-solving abilities
• Excellent written and communication skills, with strong ability to plan ahead and organise themselves
• Analytical structured mind set with ability to follow and build upon existing processes and ensure data is maintained with accuracy and consistency
• Fluency in English is essential, with knowledge of other languages an advantage
• Proficiency in MS Excel and MS Word is essential, with experience of Blueprint preferred
• Experience in an outsourcing firm with good client servicing skills is preferred

What’s in it for you?

• Pension scheme
• Private medical insurance
• Life assurance x4 base salary
• 25 days Holiday
• Eligibility for Group Discretionary Bonus (based on company then team and individual performance)
• Technology hire purchase scheme
• Discounted gym memberships, Lifestyle discounts – travel discounts, cinema tickets, high street vouchers are just some of the discounts you have access to when you shop online or in store
• Purchase additional holidays
• Interest-free Season ticket loan

We’re looking forward to getting to know you!