Client Services and Relationship Manager

2 weeks ago

Johannesburg, Gauteng, South Africa CF Consulting Full time

Summary of the position


To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team.

Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service relationships to grow, enhance and retain our business.


The Client Service Manager (CSM) will perform various corporate fiduciary, management and co-ordinating, business building and relationship management activities to assist with the take-on and on-going servicing of corporate special purpose companies, trusts and other corporate business clients, working closely with and supporting other teams within the Group.


PRINCIPAL ELEMENTS & ACCOUNTABILITIES

  • Build and maintain long term relationships with clients which includes all forms of contact/ communication with clients and their advisers
  • Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs
  • Support the business development/marketing efforts of the Group as well as develop new relationships through existing networks for business development purposes with a medium term expectation to grow the business organically and through engaging new clients.
  • Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs
  • Run clients' affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
  • Run/chair official client family council meetings in conjunction with a Senior Partner of the firm
  • Ensure all transactions pertaining to the management of the clients' affairs are executed timely, efficiently and accounted for correctly
  • Obtain indepth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures
  • Approve payments, cash management, forex transactions
  • Review financial statements of client entities
  • Renegotiate existing loans with banks, negotiate new loans with banks
  • Review contracts between client entities and third parties
  • Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
  • Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
  • Such other duties as may reasonably be required by the management from time to time

QUALIFICATIONS AND EXPERIENCE

  • Relevant professional Finance Services Industry Experience (Minimum of 5 years)
  • Relevant Professional qualification (e.g BCom, BBusSci or related degree, STEP, ICSA, ACCA, IOD etc.)

SKILLS

  • Advanced Microsoft Excel, Word and PowerPoint skills
  • Excellent analytical and numeracy skills and a strong commercial awareness
  • Strong attention to detail
  • Solid administration skills built up within a similar high net worth environment
  • A solid understanding of financial accounts gained through practical experience
  • A comprehensive understanding of financial markets and investment management
  • A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting
  • Project Management Skills must have ability to manage numerous projects simultaneously
  • A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
  • Interpersonal skills necessary to develop deep understanding of clients needs
  • Ability to work well within a team where emphasis is on the team rather than the individual and to pursue team objectives with energy.
  • Broad and logical thinking to provide guidance and solutions to clients

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