8 Oct 2018

Full-Time Client Services Associate – Institutional Clients

AdrienneCape Town, Western Cape, South Africa

Job Description

Client in the asset management industry who have large pension and provident fund clients and seeks a strong Client Services Associate to join their strong and committed institutional client team to provide client services support

 

Cape Town based.

 

The role in a nutshell: To provide client services support to large institutional clients: pension funds, provident funds, medical aids, trusts etc. Responsible for delivering a range of day-to-day support to the client facing associates, have strong project management and follow through skills, ensuring deliver to clients is managed well, with regular monitoring of the client’s portfolio and report-backs provided.  Manage onboarding of clients, client specific administration, compliance records, meeting deliverables, CRM management, management of client documentation, investment manager research, policy statements etc. Manage the revision and distribution of client reports as required. Manage collation of presentations for client report backs and present at client feedback meetings on portfolio performance and risk reports etc.

 

Qualifications and experience required:

  • A minimum of a completed relevant tertiary qualification (Quants, Economics, Actuarial or similar)
  • A minimum of 3 years experience in the asset management / investments space. Preference to candidates who have possibly had investment advise to private or institutional clients or supported a stockbroker, investment consultant or investment manager
  • Must have a good understanding of the financial markets
  • Star qualities that we’re looking for:
    • Excellent communication skills and a client centric attitude
    • Excellent project management and administration skills
    • High attention to detail
    • Willingness to go the extra mile to ensure client service satisfaction

Excellent presentation skills both from an admin and ability to present side

How to Apply

To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat.
Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Job Categories: Financial Markets. Job Types: Full-Time.

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