Financial Services Client Liaison
2 weeks ago
We are seeking a highly skilled and experienced Client Services Liaison to join our team at Catch Recruit. The successful candidate will be responsible for providing exceptional client service and support to our clients, ensuring that their needs are met and exceeded.
Key Responsibilities:- Client Services: Provide timely and effective client service, responding to client queries and concerns in a professional and courteous manner.
- Portfolio Management: Assist in the management of client portfolios, ensuring that all client instructions are executed efficiently and effectively.
- Administrative Support: Provide administrative support to the Portfolio Manager, including preparing client files, updating client records, and performing other tasks as required.
- Marketing Support: Assist in the organization of client events and marketing activities, working closely with the events coordinator to ensure successful outcomes.
- Office Management: Provide general office management support, including reception, facilities, diary management, and marketing material.
- Experience: Several years of experience in a client services or portfolio management role, preferably in the financial services industry.
- Education: Relevant tertiary education or courses in a field related to finance or client services.
- Skills: Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and external stakeholders.
- Knowledge: Strong understanding of the financial services industry, including FAIS and FICA legislation, share portfolio account opening processes, portfolio transfer, dividend receipts and payouts, corporate actions, and client statement preparation and distribution.
- Competitive Salary: A competitive salary package, commensurate with experience and qualifications.
- Opportunities for Growth: Opportunities for career growth and development, including training and professional development.
- Collaborative Work Environment: A collaborative and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
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