Client Relationship Manager
3 weeks ago
- 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
- Assist with the organisation of client events in conjunction with the events coordinator (Booking venues, RSVP and event management etc.)
- Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team
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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