Client Liaison Professional

7 days ago

Cape Town, Western Cape, South Africa Business Daily Full time

Senior Client Liaison Officer

Vunani Fund Managers is a leading South African fund management company that provides institutional investment products to clients.

We are building a top-ranked fund management business focused on investment performance and client services.

The role of Senior Client Liaison Officer is crucial in linking the client, front office, and back office teams.

Purpose of the Role

The Senior Client Liaison Officer works closely with fund managers and is the primary point of contact for clients' administrators and consultants regarding audit requirements, reporting, and administration.

The purpose of this role is to facilitate effective communication between stakeholders, ensuring seamless transaction processing and timely issue resolution.

This role can be divided into four key areas: relationship building, reporting, query management, and operational efficiency.

Key Responsibilities
  1. BUILDING RELATIONSHIPS: Establish and maintain strong relationships with clients, including their administrators, consultants, and auditors.
  2. ADMINISTRATION AND REPORTING: Ensure accurate and timely administration of client accounts, as well as generate reports to meet regulatory requirements.
  3. LIAISING WITH CLIENTS AND INTERNAL TEAMS: Communicate effectively with each designated client, front office, and back office team to attend to and resolve queries and requests on both segregated and unit trust funds.
  4. TRAINING AND DEVELOPMENT: Assist in training junior staff and graduates to ensure knowledge transfer and skills development within the team.
  5. PROCESS IMPROVEMENT: Maintain existing processes and procedures while documenting new ones as needed to enhance operational efficiency.
Required Skills and Qualifications
  1. MINIMUM QUALIFICATIONS: Diploma in Accounting or relevant qualification.
  2. BASIC SKILLS:
  • Excellent communication skills, both written and verbal.
  • Accuracy (numeric).
  • Attention to detail.
  • Analytical and problem-solving skills.
  • Self-motivated.
  • Time management skills & ability to multi-task.
  • Team player.
ADDITIONAL REQUIREMENTS:
  • Minimum 5 years of experience in a client administration environment.
  • Working knowledge of equities, bonds, derivatives, collective investments, and money market instruments.
  • General understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements.
Location

Newlands, Cape Town

Contact Us

To apply, send your CV. Correspondence will only be entered into with shortlisted applicants. Should you not receive a reply within 30 days of your application, please consider your application unsuccessful.

  • Client Liaison Officer

    3 weeks ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    We are seeking an experienced and dynamic Client Liaison Officer to join our Conveyancing Department. This high-profile role requires a motivated professional with a proven track record in client relations, particularly within the legal or property sector. Afrikaans fluency is essential for effective communication with our clientele. You will be responsible...

  • Luxury Client Liaison

    4 days ago

    Cape Town, Western Cape, South Africa KingMakers Full time

    We're seeking a highly skilled and experienced Luxury Client Liaison to join our team as a Senior VIP Account Manager. In this role, you'll be responsible for building and maintaining relationships with our most valuable clients. You'll need to possess excellent communication and interpersonal skills, as well as the ability to think strategically and make...

  • Healthcare Professionals Liaison

    4 days ago

    Cape Town, Western Cape, South Africa Pro Select Consulting Full time

    The Healthcare Professionals Liaison will be responsible for promoting and selling our pharmaceutical products to healthcare professionals.About the CompanyOur company is dedicated to providing high-quality pharmaceutical products to healthcare professionals.Responsibilities:Promote and sell pharmaceutical products to healthcare professionals.Identify and...

  • Client Liaison Agent Specialist

    3 days ago

    Cape Town, Western Cape, South Africa buffaloex. Full time

    Role Description:As a Client Liaison Agent Specialist, you will be responsible for providing administrative support to the marketing team, including organizing and executing campaigns and events. You will also conduct market research to identify customer needs, industry trends, and competitive activities.Your role will involve aiding in the creation of...

  • Client Liaison

    2 weeks ago

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

    A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Sales BASIC SALARY : R10 000.00 Commission Benefits START DATE : A.S.A.P / Immediate REQUIREMENTS: Matric (Grade 12) is required 2 years of experience in Call Centre or Telesales Proven track record of success in telesales or call centre environments...

  • Client Liaison

    3 weeks ago

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

    A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : SalesBASIC SALARY : R10 000.00 + Commission + BenefitsSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Matric (Grade 12) is required2+ years of experience in Call...

  • Client Liaison Officer

    3 weeks ago

    Cape Town, Western Cape, South Africa O'Brien Recruitment Full time

    Are you someone with a background in hospitality, retail, or the corporate world? Do you have a talent for problem-solving, and the ability to take initiative? If yes, we have an urgent opportunity for you to join our teamKey Responsibilities:Act as the main point of contact for clients, ensuring clear and professional communication.Handle front desk...

  • Client Liaison Specialist: Investments

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job title : Client Liaison Specialist: Investments (George & Cape Town)Job Location : Western Cape, Cape TownDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo provide client support to Wealth Managers in order to meet business goals and exceed client expectations. Job ResponsibilitiesPerform portfolio reviews,...

  • Multilingual Liaison Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Surgo HR & Training Full time

    Job SummaryWe are looking for an experienced Client Liaison Agent to interface between our corporate clients globally. The ideal candidate will possess excellent communication skills, a strong command of the German language, and a keen eye for detail.

  • Client Liaison Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Nedbank Namibia Full time

    Deliver outstanding client experiences by leveraging your sales and service expertise.Job HighlightsBuild and maintain long-term relationships with clients to drive growth and revenue.Develop and execute sales strategies to meet or exceed business targets.Prioritize client needs and provide tailored solutions to address their goals and objectives.Stay...

  • Customer Service Liaison for Properties

    1 day ago

    Cape Town, Western Cape, South Africa Tripco Pty Full time

    About the RoleThe Customer Service Liaison for Properties will be responsible for maintaining positive relationships with our hosts, ensuring they have the right tools and knowledge to succeed on our accommodation bookings platform. You will effectively communicate and educate suppliers on procedures and policies, assist with uploading and updating...

  • Financial Services Liaison

    7 days ago

    Cape Town, Western Cape, South Africa Business Daily Full time

    Financial Services LiaisonVunani Fund Managers is a leading provider of financial services, offering a range of products to institutional clients.We are seeking a highly skilled Financial Services Liaison to join our team and play a critical role in facilitating effective communication between clients, internal teams, and external partners.This role requires...

  • Elite Client Liaison

    1 day ago

    Cape Town, Western Cape, South Africa Brownsjewellers Full time

    Brownsjewellers, a leading jeweller in South Africa, is seeking a Brand Ambassador to craft exceptional diamond jewellery. Enjoy prestigious earnings and luxurious benefits in a refined setting.Job RequirementsYou'll need to possess enthusiasm, ambition, and a talent for sales to excel in this role.Provide personalized experiences to discerning clients while...

  • Customer Support Liaison

    4 days ago

    Cape Town, Western Cape, South Africa Rightside Full time

    At Rightside, we're looking for a skilled Customer Support Liaison to join our team in Cape Town. This role is based in Airport City.The ideal candidate will have a minimum of 2-5 years' experience in customer service and possess prior experience in logistics or transportation, which may be preferred or required.We're seeking someone who can communicate...

  • Operations Liaison for Veterinarians

    3 days ago

    Cape Town, Western Cape, South Africa Mascotte | Client & Operations Support for Vets Full time

    Veterinary Practice OperationsIn this role, you'll work across different clinic environments and adapt quickly to new systems and protocols.Key Skills and Qualifications:Exceptional verbal and written communication skills in English.Familiarity with veterinary practice management software (PMS).Strong organizational skills with the ability to prioritize...

  • Municipal Liaison Officer for Western Cape

    7 days ago

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

    Municipal Liaison OfficerWe are seeking a highly skilled Municipal Liaison Officer to join our team in the Department of Local Government. As a key member of our staff, you will be responsible for coordinating relationships between Municipalities and our department.Your primary objective will be to create an enabling environment for effective service...

  • Client and Support Specialist

    4 days ago

    Cape Town, Western Cape, South Africa Recruit for Africa Full time

    We are looking for a creative, organised and tech-savvy individual to be part of a brand-new Online Platform that will specialise in promoting the Artisan Industry. The Client Liaison and Support Specialist will be able to work independently from anywhere and will be required to attend bi-monthly meetings with the founder. This role is pivotal in ensuring...

  • Restaurant Industry Liaison

    7 days ago

    Cape Town, Western Cape, South Africa Progressive Edge Full time

    We're on the lookout for a highly skilled **Restaurant Industry Liaison** to join our team at Progressive Edge. As a key member of our customer support team, you'll play a vital role in empowering restaurant teams to get the most out of our innovative software solutions.About the RoleYou'll be working closely with our clients to understand their needs and...

  • Client Service Professional

    3 days ago

    Cape Town, Western Cape, South Africa FNB South Africa Full time

    In this exciting role as a Client Service Professional at FNB South Africa, you will have the opportunity to make a real impact on our customers' lives.About the Role:Ensure first-time resolution of customer queries or complaints and take ownership of any requirements and follow-up on queries handed over to other parties or areas.Establish relationships with...

  • Hospitality Liaison Professional

    3 days ago

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

    About UsThe Hyatt Group is a world-renowned hospitality company that values excellence in customer service and employee satisfaction.We strive to create memorable experiences for our guests by providing personalized attention and care throughout their stay.As a Front Office Receptionist/Host, you will play a critical role in ensuring that every guest feels...