Client Relationship Manager

4 days ago


Northern Suburbs, South Africa Curo Fund Services (Pty) Ltd. Full time

**Role purpose**

Act as the main point of contact between Curo and Curo Clients where you are allocated as the CRM. Build effective relationships with clients and stakeholders, both external and internal.

**Specific duties**

**_ Duties include but are not limited to:_**
- Effective management of queries, issues and client requests
- Effective negotiation, maintenance and management of Service Level Agreements and Key Performance Indicators
- Client monthly report back and management of the governance meetings (including the KPI and trends)
- Regular client interaction to build stronger relationships, ensure service levels are maintained and identify areas where Curo can offer a more valued service
- Facilitate portfolio transitions i.e. take-on’s and disinvestments
- Facilitate change team with change control items
- Provide input and assist clients with new products and projects that impact on Curo service delivery
- Effective Risk management

**Competencies: Experience, Skills and Behavioural Attributes**
- Sound understanding of investment management industry and financial instruments, both domestic and international
- Relevant understanding of an Investment Administration environment at a Senior Operations Level - minimum of 5 years
- High level legal and regulatory knowledge applicable to the investment management industry would be a benefit



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