Location: Hybrid

Employment Type: Full-Time | Permanent

Industry: Financial Services | Investment Services | Client Relationship Management

WatersEdge Solutions is partnering with a global financial services organisation to recruit an experienced Senior Client Service Executive. This opportunity is ideal for a client-focused professional who enjoys building long-term relationships, managing multiple stakeholders, and delivering exceptional service within a fast-paced, international environment.

This role offers ownership of a portfolio of enterprise-level clients, exposure to global financial markets, and the opportunity to become a trusted advisor while working closely with institutional investors, custodian banks, tax authorities, and internal stakeholders.

As a Senior Client Service Executive, you will take ownership of a portfolio of institutional clients, managing relationships and ensuring the successful execution of end-to-end client service processes. You will coordinate documentation, proactively manage reclaim activities, collaborate across multiple teams, and ensure clients receive exceptional service throughout their engagement.

This role is ideal for someone who thrives in a client-facing environment, enjoys solving problems, and is highly organised with the ability to manage multiple priorities simultaneously.

• Serve as the primary point of contact for a portfolio of assigned clients

• Build and maintain long-term client relationships to drive client satisfaction and retention

• Manage the end-to-end reclaim documentation process

• Liaise with clients, custodian banks, tax authorities, and internal teams to request, collect, reconcile, and validate documentation

• Ensure documentation complies with jurisdictional requirements

• Collaborate with internal departments to resolve reclaim-related issues

• Drive client reclaims through to successful submission

• Prepare and present regular reports on client reclaims and additional opportunities

• Monitor client satisfaction and proactively address concerns

• Support operational improvements and contribute to strategic business objectives

• Maintain exceptional service standards while managing multiple client priorities

• CA(SA), CFA, or BCom Finance Honours

• Minimum 2 years' experience in client service, account management, or a similar client-facing role

• Financial services experience advantageous

• Strong client relationship management skills

• Excellent verbal and written communication skills

• Exceptional organisational and multitasking ability

• Strong attention to detail and commitment to accuracy

• Advanced Microsoft Office skills, particularly Excel, Outlook, and Word

• Excellent time management and prioritisation skills

• Proactive problem-solving mindset

• Collaborative approach to working across internal and external stakeholder groups

• Passion for delivering exceptional client service

• Process-oriented mindset with a focus on continuous improvement

• Experience managing enterprise or institutional clients

• Advanced Microsoft Excel skills

• Exposure to investment management, banking, tax recovery, or financial services

• Experience working with international stakeholders

• Knowledge of cross-border financial markets or global investment operations

• Experience preparing client reports and managing operational workflows

• Competitive market-related remuneration

• Performance-based incentives and career progression opportunities

• Ownership of a dedicated portfolio of institutional clients

• Direct client-facing exposure with global organisations

• Ongoing learning and professional development

• Opportunity to work within a collaborative, high-performance team

• Exposure to international financial markets and institutional investment operations

This organisation values performance, collaboration, and continuous learning. Employees are empowered to take ownership of their work, build meaningful client relationships, and contribute to a culture of excellence and innovation. The environment is fast-paced, supportive, and rewarding, offering professionals the opportunity to develop their careers while working alongside experienced industry experts.

If you have not been contacted within 10 working day, please consider your unsuccessful