Client Relationship Assistant Manager for Personal

**Reference**
- PE001258/RW**Sector**
- Finance**Location**
- KwaZulu Natal, Durban**Salary Interval**
- Monthly**Package**
- None-negotiable**Description**

**Purpose of role**:
The Client Relationship Assistant Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Portfolio Manager(s), developing client relationships and ensuring that we always provide a positive professional experience.**Requirements**:

- **Experience in the Financial services industry. (Investment space)**:

- **CAT I or CAT II knowledge / experience in the financial service industry (Investment space)**:

- Relevant tertiary education or courses.
- Knowledge of the Financial Services Industry.
- **FAIS and FICA legislation.**:

- An understanding of:

- Share portfolio account opening processes (including documentation required and the loading of the account).
- Portfolio transfer.
- Dividend receipts and payouts.
- Corporate actions.
- Client statement preparation and distribution.
- Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint is essential)
- Experience with XPlan, DMA, Marble, and OPUS.
- Good verbal and written communications skills.

**Duties and Responsibilities**:
**Portfolio Management Administration**:

- Deals with Portfolio Manager(s) client instructions timeously.
- Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s).
- Performs all mandate completion and client onboarding steps with central operations team.
- Uses knowledge of products/process to ensure end to end finalization of client instructions or queries.
- Develops good verbal and written interaction with Advisor offices and central operations.
- Assists Portfolio Manager(s) with client reviews.

**Client**
**Services**:

- Implementation of the client services experience, as defined by the Head of Operations.
- Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.).
- Act as the point of contact for clients, ensuring the 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)**:

- Capturing and preparing client records and uploading of related documents on relevant client management tool i.e. xPlan.
- Ongoing maintenance of client data on client management tool to ensure data integrity.
- Capturing, fulfilling, and preparing client file(s) ensuring all compliance paperwork is present and confirm client risk profile.
- Prepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as required.
- Schedule tasks on XPlan for reviews in line with agreed client engagement terms.
- Preparation and distribution of client welcome packs.
- Co-ordinate case specific enquiries with internal/external product and service providers.
- Ensure proper record keeping in line with business rules and where relevant, legislative requirements.

**Marketing Support**:

- Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
- Assisting Portfolio Managers at client events when relevant.
- Act as a second point of contact for clients thus strengthening client relationships.

**Office Management**:

- Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
- Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team.
- Support Portfolio Manager in effective client diary management and meeting preparation.