Senior Client Services Manager

7 months ago

Cape Town, South Africa Exceed Recruitment and Human Resource Consultants Full time

**Reference**: 9300 NB
**Consultant**: Nine Broodryk

Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on our third-party funds supplier for our active investment client strategies.
Support with the monthly fund switches and annual re-balancing of fund portfolios and regular monitoring of funds and accounts on various platforms.
Process and execute financial advisor and client instructions whilst adhering to operational processes and minimising operational errors (including new client business submissions, pension investment transfers and monthly fund switches).
Assist, and where necessary oversee, opening of new client accounts, support with phasing of various investment accounts and help implement any changes required to client accounts, trading accounts disbursements etc.
Engage and manage other staff engagement with investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information as required.
Validate all types of instructions processed in the platform system for quality, data integrity, accuracy, completeness and compliance with relevant legislation.
Updating Client Care documents and business documents to required standards for submissions.
Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses.
Monitor all active cases daily and confirm and communicate all processed instructions to clients and financial advisers.
Support with the resolution of issues identified from daily platform messages and ensure these are addressed and dealt with in a timely manner.
Review and oversee accuracy of annual client portfolio data submitted to clients.
Assist with SA and UK regulatory and compliance requests and audits.
Support with the management of the client database with adequate, complete, valid and necessary records and provide timely weekly case update reports to advisers.

**Qualifications**:
Wealth Management or equivalent qualification (min.120 Credits NQF5/6)
Certified Financial Planner (CFP) or similar would be to your advantage
Understanding of the financial planning process
At least 5 years Financial Services Industry work experience in a senior role
Be able to learn and gain technical knowledge quickly and easily
Attention to detail is extremely important together with analytical thinking skills
Able to interact and relate wit clients and different advisers of all levels

**How to Apply**:
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.

  • Senior Client Service Manager

    6 months ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 570319 **Work type**: Full time **Location**: Cape Town, South Africa **Categories**: Client Relationship Management **Office Location**: Cape Town - We provide employee, financial and legal administration so that firms can invest and operate safely around the world.TMF Group is a single global team with over 10,000 colleagues in 125 offices...

  • Senior Client Service Manager

    6 months ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 568088 **Work type**: Full time **Location**: Budapest, Hungary, Cape Town, South Africa, Johannesburg, South Africa **Categories**: Client Payroll, Client Relationship Management **Office Location**: Hungary **About TMF Group** TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely...

  • Client Services Manager

    6 months ago

    Cape Town, South Africa multilocal Full time

    **The Role** As Client Services Manager you will work within the Client Services team which sits within the wider Operations team. You will create and nurture long-term relationships with sales partners and resolve any issues that arise to ensure they and their clients are satisfied with our services. You should be an excellent communicator who’s able to...

  • Client Service Manager

    7 months ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 571192 **Work type**: Full time **Location**: Cape Town, South Africa, Johannesburg, South Africa **Categories**: Client Relationship Management **Office Location**: Johannesburg - We provide employee, financial and legal administration so that firms can invest and operate safely around the world.TMF Group is a single global team with over...

  • Senior Client Service

    7 months ago

    Cape Town, South Africa Arora Online Full time

    **Purpose**: As a senior client service and project manager, you will oversee project management across multiple client projects, managing client relationships and becoming a strategic partner to clients. You will support the operations and project director in enhancing operational efficiency and will be responsible for client...

  • Client Service Manager

    4 weeks ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 575875 **Work type**: Full time **Location**: Belgrade, Serbia, Bratislava, Slovakia, Brno, Czech Republic, Budapest, Hungary, Cape Town, South Africa, Cluj, Romania, Constanta, Romania, Craiova, Romania, Johannesburg, South Africa, Katowice, Poland, Ljubljana, Slovenia, Novi Sad, Serbia, Subotica, Serbia, Timisoara, Romania, Warsaw, Poland,...

  • Client Service Agent

    6 months ago

    Cape Town, South Africa SFG Engineering Services Full time

    The purpose of a Client Services Agent is to co-ordinate job assignments, quotations, invoicing and general administration. **Duties and responsibilities**: - Ensure open communication between company and customer - Liaise with client regarding queries or other job related enquiries - Distribution of enquiries to various branches - Liaise with technical &...

  • Senior Client Service Coordinator

    1 month ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Job SummaryStatus Staffing seeks a skilled and experienced Senior Client Service Coordinator to join our team. The ideal candidate will have excellent communication skills, be highly organized, and possess the ability to work in a fast-paced environment.

  • Senior Operations Manager for Client Service Excellence

    3 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Group Full time

    Operational Leadership OpportunityWe are seeking an experienced Senior Operations Manager to lead our Client Service team and drive operational excellence in a fast-paced environment.About the RoleIn this role, you will be responsible for enhancing operational strategies, ensuring superior client service, and leading high-performing teams. You will play a...

  • Senior Client Relationship Manager

    2 months ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Senior Client Relationship ManagerAt The Recruitment Council, we are seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our institutional clients. Key Responsibilities:Act as the primary point of contact...

  • Client Service Manager

    6 months ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 571207 **Work type**: Full time **Location**: Global, Cape Town, South Africa **Categories**: Client Relationship Management **Office Location**: Cape Town - We provide employee, financial and legal administration so that firms can invest and operate safely around the world.TMF Group is a single global team with over 10,000 colleagues in 125...

  • Client Services Support

    8 months ago

    Cape Town, South Africa multilocal Full time

    **The Role** As Client Services Support you will work within the Client Services team which sits within the wider Operations team. You will work alongside and assist the Client Services team as they create and nurture long-term relationships with sales partners and clients. You should be an excellent communicator who’s able to grasp client needs and...

  • Senior Client Engagement Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a highly skilled and experienced professional to join our team as a Senior Client Engagement Manager.Job SummaryWe are looking for an individual who can effectively manage client relationships, provide exceptional service, and drive business growth in the investment management industry.About the RoleThis is a unique...

  • Client Service Manager

    6 months ago

    Cape Town, South Africa The Recruiters Full time

    Our financial recruitment desk currently has a vacancy for a Client Services Manager. Our client is an international group offering a full suite of financial and investment solutions. The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client Services and Technical Support. As a...

  • Client Services Manager

    6 months ago

    Cape Town, South Africa The Recruiters Full time

    **Salary**: - 57000 **Description**: - Our financial recruitment desk currently has a vacancy for a Client Services Manager. - Our client is an international group offering a full suite of financial and investment solutions. - The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client...

  • Fund Services, Senior Client Administrator, CI

    3 weeks ago

    Cape Town, South Africa TMF Group Full time

    Job title : Fund Services, Senior Client Administrator, CIJob Location : Western Cape, Cape TownDeadline : January 02, 2025Quick Recommended Links Jobs by Location Job by industries Job Purpose The Senior Administrator will be responsible for servicing existing client funds to a high standard. As such they will have a thorough understanding of the fund...

  • Fund Services, Senior Client Administrator, CI

    3 weeks ago

    Cape Town, South Africa TMF Group Full time

    Job title : Fund Services, Senior Client Administrator, CI Job Location : Western Cape, Cape Town Deadline : January 02, 2025 Quick Recommended Links Jobs by Location Job by industries Job Purpose The Senior Administrator will be responsible for servicing existing client funds to a high standard. As such they will have a thorough...

  • Client Services Representative

    7 months ago

    Cape Town, South Africa Unique Personnel Full time

    **Job Number** - 71919 **Job Type** - Permanent **Job Title** - Client Services Representative **Computer Skills** - MS Office **Industry** - Transportation - Logistics **City** - Cape Town **Province** - Western Cape **Client Liaison** - Liaise with client continuously and in a proactive manner regarding shipment events. - Attempt to seek extended...

  • Senior Client Relationship Manager

    1 month ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    We are seeking a highly skilled Senior Client Relationship Manager to join our team at HR Genie.About the Role:This is an exciting opportunity for someone who excels in building and maintaining strong relationships with clients, delivering exceptional client experiences, and driving business growth.Responsibilities:Develop and execute strategic plans to...

  • Senior IT Project Manager

    1 month ago

    Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job DescriptionThe role of a Senior IT Project Manager at WNS Global Services involves overseeing the implementation and improvement of IT systems, taking ownership of technical project management for clients.This position requires maintaining relationships between client IT and WNS Enterprise IT during implementation and throughout the contract...