We are looking for an exceptional individual to join a Retail Investment Administration Team in the capacity of Client Relationship Manager.
DUTIES AND DAILY RESPONSIBILITIES:
- Provide information to clients on products and funds available on the Retail Platform
- Train and support IFA’s and Direct Clients on Procedures, Quotes systems, Portal sites and completion of application forms and supporting documents pertaining to FICA and FAI
- Provide feedback in the format requested by the client or advisor within the turnaround times according to the timing set out
- Attend to and refer all escalated queries to the departments responsible and follow up on feedback
- Maintain a good internal department relationship to ensure that you get the maximum support collaboration
- Report any product or special needs that the advisor may have to the Sales Team
- Optimize Client Relationship Management skills and processes to deliver the maximum service impact to clients
- Send monthly reports and progress reports to advisors when requested
- Maintain a healthy team spirit by assisting peers where needed.
ROLE QUALIFICATIONS AND EXPERIENCE:
- BCom or equivalent undergraduate degree / diploma is preferable,
- At least 3-5 years’ experience in Client Servicing
- Experience in the Linked Investment Service Provider (LISP) environment administration is preferable;
- Experience in the following Financial Services industries is an advantage:
o Collective Investment Schemes
o Retirement Funds
o Linked Life Companies
o Exchange Traded Funds (ETFs)
- Advanced Excel skills
- Strong organizational skills – a passion for getting things done quickly and correctly.
- Ability to work both within a team and individually.
- Be a self-starter and must be proactive in taking ownership for their own learning and career development
- Be discreet, professional and well-spoken.
- Ability to manage multiple projects while prioritizing work assignments.
SHOULD YOU NOT RECEIVE A RESPONSE WITHIN 3 WORKING DAYS OF YOUR APPLICATION, PLEASE TAKE IT THAT YOUR APPLICATION HAS BEEN UNSUCCESSFUL.