Institutional Client Service Specialist
2 weeks ago
SUMMARY : POSITION INFO : Overview of our client’s business : Established in 2019, out client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages R30bn of predominantly institutional client money. Our client is seeking an individual to join a high performing team environment in providing a highly professional service to our clients. The role includes the processing of investor transactions, regulatory reporting, investor reporting, conducting Know Your Client (“KYC”), Anti-Money Laundering checks, and liaising with investors on ad hoc investor queries and investor due diligence. Strong analytical skills and an eye for detail are required, as well as the discipline to work independently, meticulously and under pressure. A key requirement is a strong client service ethic. The candidate should be comfortable communicating via email, telephone and video conference and be fluent and have an eloquent command of the English language. Key Duties and Responsibilities Ensuring a positive and professional client service experience Providing exceptional client service across carious channels such as phone, email, online, and in-person Providing clients with technical assistance on our clients investment products Ensuring urgent matters are escalated for prompt resolution Proactively following up and assisting clients in obtaining outstanding information Where applicable, assisting clients with the completion of forms and obtaining any other relevant information Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations Validating KYC documentation Follow up on onboarding progress with administrators Qualifications and Experience Bachelor’s degree required At least 5 years’ experience in a client facing role in a financial services environment Ability to manage multiple projects and priorities in a fast-paced setting Strong understanding of KYC regulations and investor due diligence practices Familiarity with risk assessment protocols for investor onboarding Proficiency with KYC documentation and regulatory compliance requirements Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Experience with KYC platforms or CRM systems is an advantage Solution-oriented mindset with a focus on continuous improvement #J-18808-Ljbffr
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Institutional Client Service Specialist
4 weeks ago
Johannesburg, South Africa Rory Mackie & Associates Full timeOverview of our client’s business: Established in 2019, out client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages...
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Institutional Client Service Specialist
3 weeks ago
Johannesburg, South Africa Rory Mackie & Associates Full timeOverview of our client’s business: Established in 2019, out client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages...
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Institutional Sales Specialist
2 weeks ago
Johannesburg, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: **purpose**: - To provide analysis of data, research, information and perform investigative analysis to support Institutional Sales Specialists who identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market...
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Client Service Specialist
1 week ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello future Client Service Specialist Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients’ holistic balance...
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Specialist : Client Servicing
2 weeks ago
Johannesburg, South Africa Liberty Group Limited Full timeOverview Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients' financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in...
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Institutional Sales Specialist
4 days ago
Johannesburg, South Africa FirstRand Full timeJob Description To ensure that the organization complies across a broad spectrum of regulatory requirements. To identify risk exposures at a process level. - Contribute to the development of larger overall area budget. - Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration. - Research and...
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Client Service Executive
3 days ago
Johannesburg, South Africa WatersEdge Solutions Full timeLocation: Hybrid – JohannesburgEmployment Type: Full-TimeIndustry: Financial Services | Tax Recovery | Client Success WatersEdge Solutions is hiring a dedicated and detail-oriented Client Service Executive to support high-value institutional accounts across Europe. This is a client-facing role ideal for a fast learner with strong interpersonal skills and a...
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Client Service Solution Specialist
1 week ago
Johannesburg, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To support segment sales teams by enabling e-solutions across dealing and payments to meet the needs of external clients and migrate clients...
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Client Service Executive
3 days ago
Johannesburg, South Africa WatersEdge Solutions Full timeLocation: Hybrid – JohannesburgEmployment Type: Full-TimeIndustry: Financial Services | Tax Recovery | Client Success WatersEdge Solutions is hiring a dedicated and detail-oriented Client Service Executive to support high-value institutional accounts across Europe. This is a client-facing role ideal for a fast learner with strong interpersonal skills and a...
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Johannesburg, South Africa Rmb - Rand Merchant Bank Full timeA leading financial services provider in South Africa is seeking a Communications Specialist on a fixed-term contract to ensure effective communication with Corporate Banking clients and internal teams. The ideal candidate will hold a Diploma or Degree in Communications and have 5-7 years of relevant experience, particularly in financial institutions. This...
