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Senior Client Relationship Professional

2 months ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time
{"Role Overview":{"title":"Client Relationship Manager","text":"Role Summary

This role presents an exciting opportunity to join a vibrant work environment where the individual can build meaningful relationships and address diverse needs.

The client relationship manager will leverage their knowledge and experience in retail client relationship management and fund administration processes to enhance the overall client experience.

"},"Responsibilities":{"title":"Responsibilities","text":"Main Responsibilities
  • Maintain and cultivate relationships with local and offshore advisors.
  • Efficiently respond to external queries and assist the client service team with investigations and resolutions.
  • Oversee the delivery of outsourced services to ensure that service levels and SLAs are consistently met.
  • Act as the main point of contact for escalated issues and complaints.
  • Facilitate and coordinate the client onboarding experience.
  • Monitor and validate the complete process of investments and disinvestments.
  • Prepare and distribute customized reports, working closely with data analysts and developers to enhance reporting quality.
  • Foster good internal relationships across departments to ensure quality support and service delivery.
  • Support the maintenance of client information in relevant systems, ensuring accuracy and currency.
  • Identify and implement process enhancements to reduce risks and increase operational efficiencies.
"},"Requirements":{"title":"Requirements","text":"Requirements
  • A minimum of 3 years in a related client relationship management or reporting role within Asset Management or financial services.
  • Experience in Financial Services sectors, such as LISP, Collective Investment Schemes, and ETFs, is an advantage.
  • Strong technical knowledge of the Financial Services industry, specifically in Asset Management.
  • Familiarity with investment administration systems and regulatory legislation is essential.
  • Relevant tertiary qualification (e.g., BCom in Accounting, Finance, or Investments).
  • Proficient in Excel.
"},"Key Competencies":{"title":"Key Competencies","text":"Key Competencies
  • Excellent interpersonal and communication skills, both oral and written.
  • Strong organizational and time-management abilities.
  • Solid decision-making and problem-solving skills.
  • A collaborative team player with a positive attitude.
  • Self-motivated and results-driven.
  • A client-centric approach with attention to detail.
  • Ability to thrive under pressure and meet tight deadlines.
"}