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Client Liaison Officer

2 weeks ago

Sandton, South Africa Momentum Metropolitan Holdings Full time

-Introduction

At Momentum Securities, we pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for individual needs, with all of our expertise at clients’ disposal.

We are a trusted partner committed to helping clients fulfil their lifelong financial goals and their journey in attaining financial success. We provide solutions to suit individual circumstances, and offer advice, products and services to build enduring relationships.

Our solutions include Discretionary Managed, Advisory and Self-Managed Portfolios. We offer Securities Based Lending, Asset Administration and Institutional Trading capabilities.

Our investment vehicles include equities, derivatives, exchange traded funds and structured products.
Role Purpose

The purpose of the **Client Liaison Officer **role is to carry out effective processes in order to fully support the portfolio manager and ensure efficient client support and engagement with all internal and external stakeholders.
Requirements

**Qualifications**:

- Matric
- JSE Settlement officer exam
- Business related degree -added advantage

**Experience**:

- 3+ Financial services industry/ Stockbroking / Asset management
Duties & Responsibilities

**Client support and relationship management**
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery to clients
- Deliver meaningful and relevant reporting on operations and client services functions and trends as required
- Continuous client engagement and relationship management

***Portfolio Management Support**
- Opening of client accounts
- Placement of currency trades
- Process/request client transfer of funds
- Proposal and presentations preparations
- Ensure accurate and timeous reporting on weekly activity and performance

**Internal Stakeholder engagement**
- Daily checking and recording of work status
- Attending weekly operational meetings with management
- Liaise with compliance, Backoffice and client services to ensure the necessary processes are carried out timely and efficiently
- Broker on-boarding process flow and confirmations
- Provide document and process training to broker offices
- Communicate new processes and documents to all stakeholders
Competencies
- Good Communication Skills
- Attention to the details
- Planning and Organising
- Deciding and Initiating Action
- Delivering results and meeting customer expectations:

- Follows rules and procedures
- Resilience and ability to work under pressure**.**

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.