![Rory Mackie & Associates](https://media.trabajo.org/img/noimg.jpg)
Client Relationship Manager
2 months ago
**Overview**:
Our client, a leading dynamic Asset Manager, is looking for an exceptional individual to join their Retail Investment Services Team in the capacity of a Client Relationship Manager (CRM).
**Responsibilities**:
- Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLAs and in accordance with servicing standards
- Discuss and explain all funds, products and services offered, as well as all operational processes and requirements
- Own and manage every client/IFA interaction from start to end and provide feedback in the format requested by the client/IFA within SLAs
- Effectively manage personal queues - ‘Today’s Work Today’ (TWT principle)
- Attend to and refer all escalated queries to the departments responsible, follow up on feedback and manage client/IFA expectations
- Eliminate and de-escalate any occurrences of client/IFA dissatisfaction
- Ensure client/IFA satisfaction and retention through proactive and targeted servicing and relationship building efforts
- Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients/IFAs
- Maintain good internal department relationships to ensure that you get the maximum support and collaboration
- Partner with the relevant Business Development Executive (BDE) to ensure holistic and effective FSP support
- Maintain a healthy team spirit by proactively communicating with and assisting peers where needed
**Requirements**:
- BCom or equivalent undergraduate degree/diploma is preferable
- At least 3 years’ experience in Client and IFA Servicing within Investment/Financial Services
- Experience in the Linked Investment Service Provider (LISP) administration environment is preferable
- Experience in the following Financial Services industries is an advantage:
- LISP
- Collective Investment Schemes
- Retirement Funds
- Linked Life Companies (Just Life)
- Exchange Traded Funds (ETFs)
- Advanced Excel skills
**Core Competencies Required**:
- Strong organisational skills - a passion for getting things done quickly and accurately
- Ability to prioritise and function positively under pressure
- Ability to deal with complexity
- Innovative with strong problem-solving capability
- Exceptional interpersonal skills
- Self-motivated and proactive
- Strong conversational and writing aptitude
- Ability to work both within a team and individually
- Be a self-starter and must be proactive in taking ownership for your own learning and career development
- Be tactful, professional and maintain a positive personal brand
- Ability to manage multiple projects while prioritizing work assignments
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