Job title: Client Services Consultant (Asset Management)
Employment type: Full Time
Experience: 4 to 5 years
Salary: Negotiable
Job published: 19 May 2021
Job reference no: 4055798099

Job Description

Client Services Officer (Asset Management)

Highly attractive package and benefits

Cape Town

Superb career opportunity with leading Investment Group for experienced Client Services officer. Reporting into the Head of Client Services you will be responsible for:

  • Client Reporting (Adhoc, daily, monthly and quarterly)
  • Portfolio cash flow and transaction implementation (close interaction with Fund Services)
  • Maintain an in depth knowledge of client and products invested by client
  • Assist with the preparation of presentations for client report backs
  • Liaison with clients (new clients, portfolio restructures and query management)
  • Managing client queries and day-to-day problem solving
  • Comprehensive support to the Account Executives in order to successfully service the client
  • Building relationships with internal and external clients and suppliers
  • Building and maintaining a positive working relationship with internal stakeholders
  • Ad hoc duties and projects from time to time.
  • Identify and analyse opportunities that will improve business efficiency.
  • Updating of CRM system
  • Accurately capture fees on Revport

Qualifications and experience

  • Relevant B. degree or similar
  • 4-5 years’ experience within a similar role, in an asset management environment.
  • Knowledge of Script handling and compliance monitoring, Portfolio Administration, Reporting and trend analysis