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Client Services/ Relationship Manager – new Investment Platform Business. JHB, R500K P/A

Job Title: Client Services/ Relationship Manager – new Investment Platform Business. JHB, R500K P/A
Location: Johannesburg
Industry:
Salary: R500k p/annum
Contact Name: Cara Schickerling
Contact Email: cara@acuityconsultants.co.za
Job Published: September 13, 2019 10:01

Job Description

This is such a good opportunity for a skilled CLIENT SERVICES/RELATIONSHIP MANAGER to LEAD THE RESOLUTION of all high-level client and adviser queries for this new Investment Platform Business that has recently been established by a Top Asset Manager.
 
YOU will be influential in creating  and implementing efficient RESOLUTION procedures & process across the Business, while being the KEY LINK between the CLIENT SERVICE & OPERATIONAL area and other Business units., advising on best ways to improve the SERVICE DELIVERY
 
It is an absolute rarity to join a business in its infancy and be part of its development into the market whilst being supported by an established, recognised Financial Services Brand.
 
Based in Johannesburg, this Client Services/Relationship Manager is paying R450k – R480k p/annum.
 
The Company:
This Award-Winning Asset Manager has provided alternate, lucrative Investment options to both Retail as well as Institutional Clients for over 30 years.
 
Over the last couple of years, they have built a forward-thinking Investment Platform Business, backed by global technologies and modern processes, which is set to offer industry-first Offshore & Onshore Investment products – YOU will be working for a company that is going to REDEFINE the FUTURE OF INVESTMENTS 
 
The Role:
Investigate and attend to all Adviser and Client queries across the full range of products, as well as escalating the queries when necessary and doing the relevant check-ups during the resolution process.
You will be the link between multiple departments including Operations, Change, IT and Business and will need to provide information and suggestions on any Service Delivery improvements and efficiencies.
Assist with creating process and procedure documents when new operational changes are implemented.
Lead training sessions once the changes have been implemented.
Be the first point of contact for staff when following up on client escalations.
 
Skills & Experience required 
Degree in Finance, Commerce, Financial Planning or Economics 
4+ years’ experience working in Client Relationship Management/ Client Services / Support role  at either an Advisor’s office, Investment Platform Business or Brokerage.
Experience in delivering exceptional Customer Service.
Solid Relationship building skills.
Exceptional LISP/ Investment Platform industry knowledge.