Client Operations & Relationships Analyst

Rory Mackie & Associates; Cape Town; On-site; ZAR 450,000 - 600,000; Full time

Job summary

Rory Mackie & Associates in Cape Town is looking for a skilled Client Operations professional. The ideal candidate will possess a B Comm / B Bus Sci degree, alongside 3 - 5 years of experience in investment management, dealing with client relationships. Duties include managing client queries, collaborating with cross-functional teams, and maintaining CRM records. Proficiency in advanced Excel, alongside knowledge of financial markets, is essential for this role. A client-focused mindset and strong analytical abilities are key to success.

Qualifications

• 3 - 5 years investment management industry experience.
• Essential client relationship management experience.
• Financial accounting experience is required.

Responsibilities

• Liaise professionally with clients.
• Manage and resolve client queries effectively.
• Collaborate with cross-functional teams.

Skills

Client relationship management experience

Financial market knowledge

Proficiency in advanced MS Excel

Education

B Comm / B Bus Sci or similar degree

Tools

Power Automate

Power BI

SQL

Job description

Rory Mackie & Associates in Cape Town is looking for a skilled Client Operations professional. The ideal candidate will possess a B Comm / B Bus Sci degree, alongside 3 - 5 years of experience in investment management, dealing with client relationships. Duties include managing client queries, collaborating with cross-functional teams, and maintaining CRM records. Proficiency in advanced Excel, alongside knowledge of financial markets, is essential for this role. A client-focused mindset and strong analytical abilities are key to success.