Job Summary
About the team:
The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and the United Kingdom. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibilities:
- Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
- Be effective at query management and resolution
- Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations
- Perform ongoing KYC of clients
- Effective liaison with back-office administrators
- Provide information/support to Client Directors
- Maintain accurate and up-to-date CRM records
- Identify inefficiencies in processes
- Actively contribute to ad hoc projects aimed at streamlining processes
You should consider applying if you have:
- B Comm / B Bus Sci or other similar degree with 3 - 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
- Client relationship management experience in the investment management industry, essential
- Financial market knowledge (instruments and products)
- Financial accounting experience
- Proficiency in advanced MS Excel
- Power Automate, Power BI, SQL or similar would be advantageous
- Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial
Some of the attributes we look for in a person are:
- A client focused and collaborative mindset
- A strong belief in doing the right thing
- The ability to build and maintain meaningful relationships
- Intellectual curiosity, motivated by achieving meaningful outcomes
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
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