Client Liaison Officer

6 months ago

Cape Town, South Africa Momentum Securities Full time

**Introduction**

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full service stockbroking service into all of the frontier markets of Sub-Saharan Africa and specialist research integrating both a macro and micro market view.

**Role Purpose**

The purposes of the **Client Liaison Officer **role ensure ongoing effective portfolio manager and client support and ensures continuous engagement with all internal and external stakeholders.

**Requirements**:
**Qualifications:
- Matric
- Business related degree -added advantage
- JSE Settlement officer exam - added advantage

**Experience**:

- 3+years in the financial services industry/ Stockbroking / Asset management

**Duties & Responsibilities**

**Client support and relationship management
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery to clients
- Deliver meaningful and relevant reporting on operations and client services functions and trends as required
- Continuous client engagement and relationship management

**Portfolio Management Support
- Opening of client accounts
- Placement of currency trades
- Process/request client transfer of funds
- Proposal and presentations preparations
- Ensure accurate and timeous reporting on weekly activity and performance

**Internal Stakeholder engagement
- Daily checking and recording of work status
- Attending weekly operational meetings with management
- Liaise with compliance, Backoffice and client services to ensure the necessary processes are carried out timely and efficiently
- Broker on-boarding process flow and confirmations
- Provide document and process training to broker offices
- Communicate new processes and documents to all stakeholders

**Competencies**
- Good Communication Skills
- Attention to the details
- Planning and Organising
- Deciding and Initiating Action
- Delivering results and meeting customer expectations
- Follows rules and procedures
- Resilience and ability to work under pressure.

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