Client Relations Specialist

Strategic Personnel; Johannesburg; On-site; ZAR 350 000 - 550 000; Full time

Job summary

A leading financial services firm in Johannesburg seeks a Client Relations Specialist with a completed BCom (Honours) in Investment Management and at least 3 years of experience in Asset Management or Financial services. The ideal candidate will excel in building relationships, providing client support, and working collaboratively with global teams. Outstanding communication skills and an outgoing personality are key. This role involves developing client trust, training on IT systems, and enhancing overall service quality.

Qualifications

• Minimum 3 years client relations experience in Asset Management or Financial environment.
• Strong academics with a history of success in academic and work settings.

Responsibilities

• Develop trusted relationships with clients as an expert resource.
• Provide expert training on custom IT systems.
• Cultivate client relations and engage socially as needed.
• Work with various teams to resolve client concerns.
• Record and relay client feedback to improve service quality.

Skills

Client relations experience

Communication skills

Outgoing personality

Problem-solving skills

Strategic thinking

Education

BCom (Honours) in Investment Management

Post Grad in Financial Planning

Job description

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment.

Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential.

Strong academics and a history of academic and work success are important.

Your duties will include :

Develop trusted relationships with clients and becoming an expert resource

Provide expert initial and ongoing training on their custom IT system

Provide comprehensive, structured input to specific problems / requests in the advice process that lead to increased investment with the company.

Manage and leverage internal resources to meet deliverables

Proactively cultivate relations and be prepared to engage socially where beneficial

Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition

Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns

Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)

Strategic and creative thinking to suggest improvements to productivity, service quality and processes

Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience

Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.

Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted.

If you have not heard from us by mid January , please consider your application unsuccessful.