TALENTS BOUTIQUE

Client Documentation / Case Coordinator

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Product

We’re looking for someone who enjoys bringing order to detailed client requests. In this role, you’ll guide each file through a defined process: establish what information is needed, make sure the paperwork is correct, and keep the case moving until it is closed.

Much of the working day involves forms, records, follow-ups, and deadlines. You’ll also communicate with clients and the people handling different stages of their requests. Training on the company’s Irish services and procedures is provided.
 

Requirements

Two or more years in a position where processing client files and paperwork was a regular part of the job.
First-hand experience obtaining, preparing, checking, or submitting documents on behalf of clients.
Experience handling sensitive personal, identity, financial, or business details.
Ability to keep several requests progressing at the same time without losing track of outstanding actions.
Advanced English (C1) for clear written correspondence and conversations.
Working knowledge of a CRM or a system used to track client cases.
A careful approach to data entry, form completion, and checking information for errors.
Strong time management, consistent follow-through, and clear communication with clients.
Willingness to work within established processes, meet performance goals, and take on routine administrative work.
Interest in building a long-term career with the company.
 

Responsibilities

Oversee each assigned file from the first client contact through its final steps.
Determine which details and supporting papers are needed, then obtain them from the client.
Review submitted materials, flag discrepancies, and follow up on anything incomplete.
Enter information into forms and check submissions before they move forward.
Keep the CRM current with case notes, correspondence, progress, and upcoming actions.
Monitor due dates and make sure open items receive timely follow-up.
Work with colleagues and outside providers on incorporation, bookkeeping and accounting, tax, or compliance matters.
Tell clients what is happening with their requests and what they need to do next.
Draft quotes, proposals, and other documents sent to clients.
Help resolve issues within company procedures and introduce other relevant services when appropriate.
 

Would be a plus

Experience with Irish or other corporate service providers; business registration; identity and business verification; AML processes; legal, tax, or accounting administration; official registries; banking or insurance operations; immigration or property files. Experience serving international business clients, recommending related professional services, or speaking German, Spanish, Chinese, French, or Italian is also welcome.
 

Work conditions

€1,100–€1,300 gross per month. A higher rate can be discussed with applicants whose background closely matches corporate services or compliance.
Quarterly incentive tied to results from relevant additional service recommendations.
Full-time remote work on an independent contractor basis, intended as a long-term position.
20 paid days off, rising to 30 after the first year.
Up to €500 a year for professional development after six months.
Initial training, support from experienced team members, and room to grow in an international company.

Required skills experience

Case Management 6 months
Client Onboarding 6 months
KYC 6 months

Required languages

English C1 - Advanced
Published 24 September
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4 applications
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