Client Liaison Officer Intern

Momentum; Sandton; On-site; ZAR 89,000 - 134,000; Full time

Job summary

Momentum Securities is seeking a confident, client-focused YES Learner to join our team in Sandton as a Client Liaison Officer. This role offers practical exposure to client engagement within a specialist securities environment and helps you develop communication, relationship-building and financial-services skills.

You will gain experience in understanding client needs, handling queries, and delivering professional communication to enhance the client experience while working with experienced

Qualifications

• Relevant tertiary qualification or studies in Finance, Investments, Business, Commerce or a related field.
• Strong verbal and written communication skills.
• Good interpersonal and relationship-building skills.
• Strong organisational skills and attention to detail.
• Ability to work collaboratively and learn in a fast-paced environment.

Responsibilities

• Client engagement and relationship management within a securities environment.
• Responding to and supporting client queries and requests.
• Professional communication across different client interactions.
• Understanding client needs and contributing to a positive client experience.
• Coordinating with internal teams to support client requirements.
• The products, services and broader environment in which a securities business operates.

Skills

Verbal and written communication

Interpersonal skills

Organisational skills

Attention to detail

Learning agility

Education

Relevant tertiary qualification or studies in Finance, Investments, Business, Commerce or related field

Job description

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Build your career by putting clients at the heart of the investment experience.

Momentum Securities is looking for a confident, people-focused and motivated YES Learner to join our team as a Client Liaison Officer in Sandton. This opportunity will provide practical exposure to client engagement within a specialist securities environment and help you develop valuable communication, relationship-building and financial-services skills.

Client relationships are an important part of the securities environment. In this opportunity, you will gain exposure to how client needs are understood and supported, how queries and requests are managed, and how professional communication contributes to a positive client experience. You will work alongside experienced colleagues while developing your confidence and understanding of the investment industry.

Requirements

• Relevant tertiary qualification or studies in Finance, Investments, Business, Commerce or a related field
• Strong verbal and written communication skills
• Good interpersonal and relationship-building skills
• Strong organisational skills and attention to detail
• Ability to work collaboratively and learn in a fast-paced environment

We are looking for someone who enjoys interacting with people, communicates clearly and approaches every interaction professionally. You should be service-oriented, organised and comfortable learning new information. A genuine interest in investments and financial markets will be an advantage.

Duties & Responsibilities

In this opportunity, you will gain exposure to:

• Client engagement and relationship management within a securities environment
• Responding to and supporting client queries and requests
• Professional communication across different client interactions
• Understanding client needs and contributing to a positive client experience
• Coordinating with internal teams to support client requirements
• The products, services and broader environment in which a securities business operates

Competencies

• Client Orientation: Focuses on understanding and responding to client needs to deliver a positive experience.
• Communication: Communicates clearly, professionally and confidently with clients and colleagues.
• Interpersonal Skills: Builds positive relationships and interacts effectively with different people.
• Attention to Detail: Handles client information and requests accurately and carefully.
• Learning Agility: Shows eagerness and ability to learn new processes, systems and investment concepts.