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Client Relationship Specialist

2 weeks ago

Stellenbosch, Western Cape, South Africa Arvo Full time

Overview

We are seeking a highly motivated Client Relationship Manager to assist in managing and growing our client base.

The role involves overseeing existing client relationships, assisting with client onboarding, periodic reporting, and maintaining regular client communication. Additionally, the successful candidate will support new business development and take ownership of a client portfolio.

Key Responsibilities:

  • Client Management & Relationship Building

• Assist senior management in maintaining and developing client relationships.

• Respond promptly and professionally to client queries.

• Ensure all client interactions and documentation are accurately recorded.

• Prepare and present information to prospective clients.

• Organize and contribute to client meetings, including preparation of reports and documentation.

  • Client Onboarding Assistance

• Guide new clients through the onboarding process, ensuring all documentation is completed accurately.

• Assist with KYC and compliance requirements.

• Coordinate with internal teams to ensure a smooth and efficient onboarding experience.

• Monitor client onboarding progress and provide updates to relevant stakeholders.

  • Reporting & Compliance

• Generate and distribute monthly and quarterly client reports.

• Assist in periodic KYC reviews to ensure compliance with regulatory requirements.

• Maintain up-to-date documentation on all client accounts.

  • Market Research & Strategy Development

• Stay informed on macroeconomic trends and arbitrage opportunities.

• Conduct research and contribute to investment strategy discussions.

• Assist in developing tailored strategies for clients.

  • Operational Excellence & Business Growth

• Identify and implement improvements to operational processes.

• Support the integration of new systems to enhance client relationship management.

• Work closely with different teams to develop strong internal relationships.

Qualifications & Experience:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Experience in client relationship management, preferably in financial services.
  • Understanding of arbitrage trading, foreign exchange, and investment strategies (advantageous).
  • Proficiency in MS Office (Excel & PowerPoint essential).
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently, take initiative, and manage multiple priorities.