Client Services Liaison

4 weeks ago


Johannesburg, Gauteng, South Africa Curiska Full time
Curiska Financial Services

We are seeking a highly skilled Client Services Liaison to join our team at Curiska Financial Services. The ideal candidate will have 2 years of experience in Financial Services, preferably in Wealth Management.

About the Role

This is an excellent opportunity for a dedicated and organized individual to work as part of a highly professional support team. The successful candidate will be responsible for ensuring that portfolio managers maintain excellent relationships with clients and deliver outstanding services.

Key Responsibilities
  • Provide administrative support to portfolio managers
  • Ensure timely and accurate completion of tasks
  • Maintain excellent communication skills to build strong relationships with clients
Requirements
  • 2 years' experience in Financial Services, preferably in Wealth Management
  • Hard working and able to meet deadlines
  • Excellent administration and interpersonal skills
  • Proficiency in Microsoft Office, particularly Word and Excel
  • Awareness of anti-money laundering and know your client/due diligence requirements (preferred)
Estimated Salary Range:

$60,000 - $80,000 per annum, based on location and experience



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