Associate Client Services Director

4 days ago

Cape Town, Western Cape, South Africa IQEQ Full time

Job title: Associate Client Services Director

Job Location: Western Cape, Cape Town
Deadline: April 11, 2025

Job Description

  • The Associate Client Services Director (ACSD) will maintain client relationships including handling client issues and demands. The services for our clients include, but are not limited to, investment fund administration/accounting and financial statements preparation.
  • The ACSD will work in close collaboration with the Country Delivery Director to maintain the existing client portfolio and ensure that the revenues of the client portfolio grow, both in volume and in profitability.
  • The ACSD will act as the Checker before delivering work to clients and ensures compliance with the Group and Company compliance policies as well as local regulatory framework.

Tasks

  • Understand the clients' needs, in such a way that IQ-EQ can optimally align its service offering.
  • Translate client requirements into IQ-EQ's organisation to ensure On Time and In Full delivery (OTIF - In Full is defined as: the work is completed before the due date and the bill is paid in full).
  • Ensure that all IQ-EQ's internal processes within the function are correctly executed to meet promises and commitments to clients.
  • Provide high quality and billable advice to clients (hourly billing only). This does not include regular client work.
  • Train and coach team members working under his/her supervision or on his/her client portfolio.
  • Review the Deliverables from our India, Mauritius or South Africa production teams on a risk-based approach, including but not limited to, investment fund administration and accounting reports, annual financial statements, interim financial statements, monthly management accounts, taxes, fact sheets, etc.
  • For constitution adoption or amendment, obtain details from the client, agree on the fee quote with the client after consultation with the Legal team if required.
  • Work on complex assignments such as technical accounting matters, consolidations, restructuring, amongst others.
  • Work together with the Country Delivery Director to ensure a proper allocation of client/task to the team members.
  • Participate and provide input to the performance review and development plan of team members whom he/she has worked with, trained, or coached.
  • Ensure protection of information assets of IQ-EQ and abide by the ISMS in place at IQ-EQ.

Key competencies for position and level

  • Drives results

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Accuracy
  • Approachability
  • Prioritisation
  • Proactivity
  • Relationship Building
  • Taking ownership
  • Maintain revenue from existing clients and cross-sell additional opportunities to existing clients
  • New revenue from new clients
  • Overall management of the quality of production teams
  • Complaints from clients on files reviewed (quality)
  • Personal chargeability
  • OTIF

Qualifications

  • Chartered Accountant (SA)
  • Minimum 4 years of managerial experience at IQ-EQ
  • Minimum 5 years of managerial experience in a similar role/global business sector
  • Build a strong foundation and connection within the team by communicating often and openly successes and challenges, aiming at reinforcing the employees' sense of belonging to IQ-EQ
  • Experience in debtor management and understanding of how the client fees are structured

Technical skills

  • IFRS, US GAAP, Funds industry and general SME industry
  • Computer/program knowledge
  • Good knowledge of Microsoft Office (Excel, Word, Outlook, etc.).
  • Fund administration systems knowledge and experience.
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