Business Relationship Specialist
1 month ago
As a Client Relationship Manager at Ultra Personnel, you will play a crucial role in providing exceptional support to our Portfolio Managers. This includes overseeing administrative tasks, developing client relationships, and ensuring a positive professional experience for all clients.
Main Responsibilities- Portfolio Management Administration: Timeously deal with client instructions, work closely with Advisor offices and central operations teams, and perform all mandate completion and client onboarding steps.
- Client Services: Implement the client services experience as defined by the Head of Operations, work with central operations to implement administrative processes and controls, and act as the point of contact for clients.
- Operational Support: Capture and prepare client records, maintain client data, and prepare client briefs for Portfolio Managers' client appointments.
- Minimum of 5 years in the financial services industry.
- Relevant tertiary education or courses.
- Strong computer skills, including Microsoft Office and experience with Xplan, DMA, Marble, and OPUS.
- Excellent verbal and written communication skills, with a high energy level and customer-centric approach.
- Methodical, accurate, and detail-oriented, with the ability to prioritize, plan, and manage projects.
- Collaborative, with strong analytical, math, and research skills, and the ability to solve problems creatively.
- Understanding of the financial services industry, FAIS, and FICA legislation.
- Share portfolio account opening processes, portfolio transfer, dividend receipts and payouts, corporate actions, and client statement preparation and distribution.
Ultra Personnel is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service and supporting our clients' growth.
We are looking for a highly skilled and dedicated professional to join our team as a Client Relationship Manager. If you have a passion for the financial services industry and a strong desire to deliver exceptional client service, we encourage you to apply.
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