Client Relationship Manager

1 month ago


Somerset West, South Africa Accountancy Placements Pietermaritzburg Full time
Responsibilities:
  • Portfolio management administration
  • Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.)
  • Implementation of the client services experience and acting as the point of contact for the clients
  • Operational support (administrative support)
  • Capturing and preparing client records and uploading related documents on XPlan
  • Collaborate with the events coordinator to organize client events, including venue booking, RSVP management, and overall event execution

Requirements
  • Knowledge of the financial services industry
  • Understanding of the FAIS and FICA legislation
  • Relevant tertiary education or courses
  • Experience with XPlan, DMA, Marble, Opus (Advantageous)
  • Understanding of share portfolio account opening processes
  • Methodical, accurate, and have meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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