Client Relationship Manager â Ballito or Mount Edgecombe

2 months ago

Dolphin Coast, South Africa Headhunters Full time
Requirements:
  • Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint.
  • Familiar with Xplan, DMA, Marble, and OPUS is an advantage.
  • Experience in the financial services industry preferred.
  • Relevant tertiary education or courses completed.
  • Knowledge of FAIS and FICA legislation.
  • Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
  • High-energy, customer-centric, and relationship-oriented.
  • Methodical, accurate, and meticulous attention to detail.
  • Strong organizational skills, with the ability to prioritize, plan, and manage projects.
  • Strong in analytical, math, and research skills, with problem-solving abilities adaptable to client needs.
 
Responsibilities and expectations but not limited to:
Portfolio Management Administration:
  • Responds promptly to Portfolio Manager(s) client instructions
  • Coordinates with Advisor offices and core administration teams
  • Completes mandates and client onboarding with central operations
  • Applies product and process knowledge to finalize client instructions and queries
  • Builds effective communication with Advisor offices and central operations
  • Supports Portfolio Manager(s) with client reviews
Client Services:
  • Implementation of the client services experience, as defined by the Head of Operations.
  • Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.).
  • Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s).
  • Adhere to the culture and principles of Treating Customer Fairly.
Operational Support (administrative support):
  • Capture and prepare client records, uploading documents to xPlan and ensuring data integrity.
  • Maintain and update client data on xPlan, confirming compliance paperwork and risk profiles.
  • Prepare client briefs for Portfolio Managersâ appointments, identifying client needs and coordinating with central operations as needed.
  • Schedule reviews and prepare all required documents (profiles, meeting notes, valuations, mandates, marketing materials) per client engagement terms.
  • Prepare and distribute client welcome packs.
  • Coordinate case-specific inquiries with internal/external product and service providers.
  • Ensure record keeping complies with business rules and legislative requirements.
Marketing Support:
  • Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
  • Assisting Portfolio Managers at client events when relevant.
  • Act as a second point of contact for clients thus strengthening client relationships.
Office Management:
  • Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
  • Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team.
  • Support Portfolio Manager in effective client diary management and meeting preparation.
 
If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.

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