Leading organisation within the investments / insurance and financial services industry requires a Client Relationship Manager for the Cape Town branch.
Qualifications and Experience Minimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesInvestment / stock broking experience will securePurpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Portfolio Manager(s), developing client relationships and ensuring that we always provide a positive professional experience.
Portfolio Management Administration Deals with Portfolio Manager(s) client instructions timeouslyWorks well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s)Performs all mandate completion and client onboarding steps with the central operations teamUses knowledge of products/process to ensure end to end finalization of client instructions or queriesDevelops good verbal and written interaction with Advisor offices and central operationsAssists Portfolio Manager(s) with client reviewsClient Services Implementation of the client services experience, as defined by the Head of OperationsWorks with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.)Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s)Adhere to the culture and principles of Treating Customer FairlyOperational Support (administrative support) Capturing and preparing of client records and uploading of related documents on relevant client management tool i.e. xPlanOngoing maintenance of client data on client management tool to ensure data integrityCapturing, fulfilling, and preparing client file(s) ensuring all compliance paperwork is present and confirm client risk profilePrepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as requiredSchedule tasks on xPlan for reviews in line with agreed client engagement termsPreparation of all review packs / documents for Portfolio Manager(s) to engage with client(s) as agreed per terms of engagementThis includes the preparation of all profiles, meeting notes, valuations, mandate agreements with supporting marketing & application materialsPreparation and distribution of client welcome packsCo-ordinate case specific enquiries with internal/external product and service providersEnsure proper record keeping in line with business rules and where relevant, legislative requirementsMarketing Support Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.Assisting Portfolio Managers at client events when relevantAct as a second point of contact for clients thus strengthening client relationshipsOffice Management Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support teamSupport Portfolio Manager in effective client diary management and meeting preparationKnowledge Of the Financial Services Industry Understanding of FAIS and FICA legislationAn understanding of: Share portfolio account opening processes (including documentation required and the loading of the account), Portfolio transfer, Dividend receipts and payouts, Corporate actions, Client statement preparation and distributionCompetencies Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential)Experience with Xplan; DMA; Marble; OPUS is an advantageGood verbal and written communications skillsHigh energy individual who is customer centric and relationship orientatedMethodical, accurate and have meticulous attention to detailSelf-motivated work ethicOrganizational skills, ability to prioritize, plan and manage projectsAbility to collaborate with othersCritical thinking: ability to strategize, research and interpretStrong analytical, math and research skillsProblem-solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clientsTeamwork: be a reliable and productive member of the teamProfessional presence: as a representative of the organization, a professional image and professional conduct are always expected and requiredTime management: ability to manage time and tasks to ensure deadlines are metAssertivenessProactive & resourcefulResilient under pressureAbility to multi-taskMaintains confidentiality
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