Client Associate - Finance Client Services & CRM Admin

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

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.