Client Relations Specialist

2 weeks ago

Durban, South Africa Strategic Personnel Full time

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment management company / Financial planning company. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide expert initial and ongoing training on their custom IT systemProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Manage and leverage internal resources to meet deliverablesProactively cultivate relations and be prepared to engage socially where beneficialDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsProvide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by the start of December 2025, please consider your application unsuccessful.

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