Client Associate - Cape Town

Antal International Network; Cape Town; On-site; Confidential; Full time

Job summary

A financial services firm in Cape Town is looking for a Client Service Associate to support the Client Service Fund Managers. The role involves managing databases, preparing client documents, and ensuring high levels of client service. Candidates should have 5 years of experience in finance and strong Excel skills. This position offers the opportunity to work in a dynamic team environment while supporting key client relationships.

Qualifications

• 5 years working experience in finance/asset management.
• Proficient with database management and advanced Excel usage.

Responsibilities

• Provide in-house support for Client Service Fund Managers.
• Compile and maintain Due Diligence documents and databases.
• Update Salesforce CRM with accurate client information.
• Assist with client communications and legal document preparation.

Skills

Database management

Advanced Excel skills

Client relationship management

Strong communication

Attention to detail

Education

Commerce or related qualification – B Comm, B Bus Sci, CA

Tools

Microsoft Office Suite

Salesforce

Job description

This is a high-performance team that is the client face (both on a client acquisition, client service and retention basis) for institutional clients in both the South African and International Markets.

Main duties and responsibilities

1. To be a full in-house support and back-up for the Client Service Fund Managers (FM). This includes:

• Taking key responsibility for assigned clients alongside the FM. This requires that the incumbent is able to report on all current matters pertaining to a particular assigned client and build strong client relationships so that clients feel comfortable dealing directly with the incumbent when the FM is not available.
• Work closely with the FM and the dedicated Client Relationship Manager (CRM) to ensure all queries and issues around the client and products are dealt with efficiently and professionally.
• Liaise with staff at various levels of the organization and from other departments to ensure high levels of client service and administration.

2. Client Surveys, Due Diligence Questionnaires, tenders, maintenance of the DDQ database of questions/responses:

• Take responsibility for the initial completion of these documents, to be reviewed by FMs. The process includes sourcing information from various areas of the business, dealing with senior managers for input and ensuring all reviews are completed timeously.
• Taking ownership for the submission and delivery accurately and within stringent time constraints.
• Ensure that the Due Diligence Database of answers to questions is updated and is maintained at all times. To be responsible for the input and maintenance of all external client /consultant databases, both local and international. These databases are the most critical interface Company has to clients/consultants globally (of equal importance to performance) and hence need to be accurate and updated regularly.
• Collate and take responsibility for maintaining accuracy and quality of all other client-related collateral, strategy fact sheets, client queries, Salesforce updates, meeting minutes, process documents/manuals etc.
• Assist with the preparation of legal documents relating to clients and ensure accurately captured, stored, maintained and scanned.
• Deal with all other business and product related queries within the team.
• Ensure the CRM system (Salesforce) is up to date and accurate for funds that the incumbent is allocated as the CA.
• Take responsibility for ad-hoc projects as assigned with pride and diligence.
• Ensure all process documents are kept up to date and enhanced where possible.
• Assist with client communication distributions via Salesforce Marketing Cloud, including contact list generation and distribution, as and when required.
• Provide training and mentoring to new starters and junior team members.
• Assist with general tasks in the area as and when required.
• Act with integrity and professionalism at all times and uphold the Company culture and values.
• Commerce or related qualification – B Comm, B Bus Sci, CA (Numerical subjects).

Ideal experience

• Database management and advanced Excel skills.
• 5 Years working experience in finance/asset management.

Systems knowledge

• Microsoft Office Suite.

Most important attribute

• Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion.
• Attention to detail, goal orientated and a willingness to learn and be hands on.
• Highly organized, good at multi-tasking and able to deal with people at all levels.

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