Client Service Executive

3 days ago

Sandton, Gauteng, South Africa Catch Full time R250 000 - R500 000 per year
We are looking for a hard-working individual to support our client relationship management team with the day-to-day management of key accounts.

KEY RESPONSIBILITIES:

• Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.

• Support requests and relationships with some of the largest custodian banks across Europe.

• Keep abreast of new products and legislation changes to optimize client submissions.

• Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.

• Develop a strong knowledge of the recovery service in order to service clients successfully and answer technical client queries.

• Ensure that all value for client is reclaimed within deadlines, and all documents are received timeously from clients and custodian banks.

• Work closely with Senior Account Managers and Head of Client Service to develop and accomplish goals and strategic plans set out for clients.

• Manage and consolidate any queries that may arise from various foreign tax offices.

• Meet or exceed submission targets as set out by company management.

• Resolve customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with customers and internal stakeholders.

• Support in client, custodian bank and tax office requests.

• Track processes in an organized and efficient manner and to ensure that all value for a client is reclaimed timeously.

• Provide additional support with claim submissions and other ad hoc projects.

• Support with new client onboarding.

• Support with quality checking claims as needed.

KEY REQUIREMENTS:

• Tertiary education in commerce or law field – for example, Finance, Economics, BCom Law, or other BCom degree

• Strong interpersonal and communication skills

• Fast learner

• Confident and strong ability to build rapport with others

• Persistence and problem-solving ability

• Strategic and analytical thinker

• A keen eye for detail and good administration skills

• Able to cope with deadlines and pressure

• A valid South African passport or work permit and all relevant documents

• Good command of the English language

• Not required, but a bonus if able to speak additional European languages (e.g. French, Italian, Spanish, German)

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