Strategic Client Liaison Specialist – Ballito or Mount Edgecombe
2 weeks ago
We are seeking a highly skilled Strategic Client Liaison Specialist to join our team at Headhunters. This is an exciting opportunity for a motivated and customer-focused individual to play a key role in delivering exceptional client experiences.
Job SummaryThe successful candidate will be responsible for providing administrative support to Portfolio Managers, ensuring seamless day-to-day operations, and contributing to the growth of our business. This includes portfolio management administration, client services, operational support, marketing support, and office management tasks.
Key Responsibilities:- Portfolio Management Administration:
- Promptly respond to client instructions and coordinate with Advisor offices and core administration teams.
- Complete mandates and client onboarding with central operations.
- Apply product and process knowledge to finalize client instructions and queries.
- Build effective communication with Advisor offices and central operations.
- Support Portfolio Managers with client reviews.
- Client Services:
- Implement the client services experience as defined by the Head of Operations.
- Work with the central operations team to implement administrative processes and controls in the office.
- Act as the point of contact for clients, ensuring efficient delivery of client requirements on behalf of the Portfolio Manager(s).
- Adhere to the culture and principles of Treating Customer Fairly.
- Operational Support (Administrative Support):
- Capture and prepare client records, uploading documents to xPlan and ensuring data integrity.
- Maintain and update client data on xPlan, confirming compliance paperwork and risk profiles.
- Prepare client briefs for Portfolio Managers' appointments, identifying client needs and coordinating with central operations as needed.
- Schedule reviews and prepare all required documents per client engagement terms.
- Prepare and distribute client welcome packs.
- Coordinate case-specific inquiries with internal/external product and service providers.
- Ensure record keeping complies with business rules and legislative requirements.
- Marketing Support:
- Assist with organizing client events, including booking venues, RSVP management, and event coordination.
- Support Portfolio Managers at client events when relevant.
- Act as a second point of contact for clients, strengthening client relationships.
- Office Management:
- Support Portfolio Managers with general office management tasks, including reception, facilities, diary management, stationery, and marketing materials.
- Attend to technology issues experienced by Portfolio Managers and facilitate solutions with the IT support team.
- Support Portfolio Managers in effective client diary management and meeting preparation.
We offer a competitive salary of approximately R350,000 - R450,000 per annum, commensurate with experience, and a comprehensive benefits package.
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