Business Development and Client Services Manager

2 weeks ago


Somerset West, Western Cape, South Africa Catch Recruit Full time

Job Summary:

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This role offers an exciting opportunity to join Catch Recruit as a Business Development and Client Services Manager. We are seeking an experienced professional to provide exceptional technical support services to our Portfolio Managers.

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About the Role:

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  • Provide administrative, operations, and client services support to Portfolio Managers, ensuring seamless day-to-day operations">
  • Develop and maintain strong relationships with clients, delivering a positive and professional experience">
  • Liaise with Advisor offices and central operations teams to facilitate effective communication and task completion">
  • Assist Portfolio Managers with client reviews, implementation of client services experiences, and operational support">
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Responsibilities:

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  • Administrative Support: Capture and prepare client records, upload related documents, and maintain data integrity on client management tools">
  • Client Services: Implement administrative processes and controls, act as the point of contact for clients, and ensure efficient delivery of client requirements">
  • Office Management: Provide general office management tasks, including reception, facilities, diary management, and marketing materials">
  • Marketing Support: Assist with organizing client events, coordinating case-specific enquiries, and distributing client welcome packs">
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Requirements:

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  • Relevant tertiary education or courses in the financial services industry">
  • Some years of experience in the financial services industry will be advantageous">
  • Excellent computer skills, particularly in Microsoft Office and Xplan">
  • Strong analytical, math, and research skills, with the ability to strategize, research, and interpret information">
  • Ability to multitask, work under pressure, and maintain confidentiality">
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Salary: R650,000 - R800,000 per annum

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About Us: Catch Recruit is a reputable company that values its employees and provides opportunities for growth and development.



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