Client Relations Specialist (Asset Mangement)

Details of the offer

Highly successful, international investment management company seeks a dynamic Client Relations specialist with relevant experience in Investment management.This is an AA position, and the candidate must have completed BCom (Honours) (Investment Management) and minimum 2-3 years client relations experience within an Asset Management / Investment firm.Strong academics and a history of academic and work success are highly advantageous. Excellent communication skills are essential. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide expert initial and ongoing training on their custom built IT systemProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Manage and leverage internal resources to meet deliverablesProactively cultivate relations and be prepared to engage socially where beneficialDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsProvide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by 25 October 2024, please consider your application unsuccessful.


Source: Whatjobs_Ppc

Job Function:

Requirements

Experience Centre Ambassador – Chinese Speaking

Fuel your passion for travel through crafting unforgettable experiences for international travelers, elevating the art of customer service in a premium hospi...


From Mpc Recruitment - Gauteng

Published a month ago

Customer Service Engineer

Customer Service Engineer page is loaded Customer Service Engineer Apply locations Johannesburg, ZA time type Full time posted on Posted 30+ Days Ago job req...


From Omega, Inc. - Gauteng

Published a month ago

Customer Care Service Advisor

We have an exciting opportunity for a young and energetic person to join our Contact Centre at our Silver Lakes branch.Duties and Responsibilities:Customer r...


From We Buy Cars: The Car Supermarket - Gauteng

Published a month ago

Client Service Custodian (Jg8)

You made it. Here we ensure we receive all your documents to get you onto our payroll system.Our recruitment processAdvertiseOur vacancies are advertised bet...


From Santam Insurance - Gauteng

Published a month ago

Built at: 2024-11-01T17:26:09.478Z