Client Service Associate - Institutional

Rory Mackie & Associates; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

Rory Mackie & Associates in Cape Town seeks a dedicated individual to join their Client Operations team. This role requires ownership of client servicing activities and coordination across various internal and external teams to ensure a high-quality client experience.

Ideal candidates will have a degree in B Comm or B Bus Sci, 3-5 years in asset management, and strong interpersonal skills. A curiosity about AI and emerging technologies is highly valued.

Qualifications

• 3 - 5 years of experience within the asset management industry.
• Solid understanding of Operational space.
• Ability to navigate issues and engage clients with professionalism.

Responsibilities

• Take ownership of client servicing activities across teams.
• Act as a primary contact for operational client queries.
• Coordinate resolution of breaches and overdrafts.
• Support client onboarding with Transition Management team.
• Maintain understanding of investment management processes.

Skills

Client servicing activities

Interpersonal skills

Operational knowledge

Understanding of segregated mandate structures

Curiosity about AI and emerging technologies

Education

B Comm / B Bus Sci or similar degree

Job description

About the Client Operations Team

The Client Operations team plays a critical role in supporting the firm’s global client base, ensuring the delivery of a high-quality, consistent client experience. The team is broadly structured across Client Services and Client Reporting, working in close partnership with Relationship Management, Investments and Operations teams. Client Services has responsibility for the day-to-day coordination and ownership of operational matters across our client’s Institutional and Advisor clients. The team works collaboratively across support long-term client relationships.

Responsibilities

• Take ownership of a wide range of client servicing activities, coordinating across internal teams including Operations, Transitions, Legal, Trading and Investment teams, as well as external partners such as brokers, custodians and client teams
• Act as a primary point of contact for day-to-day operational client queries, ensuring timely resolution and a consistently high standard of service
• Coordinate the resolution of breaches and overdrafts in collaboration with Investment, Implementation and Guideline Monitoring teams, working closely with clients to achieve satisfactory outcomes
• Support pooled fund and segregated account client take-on’s, partnering with the Transition Management team to ensure efficient and well-managed onboarding
• Develop a strong understanding of the administrative and operational services provided by our client and how these support client objectives
• Build and maintain effective client relationships through regular formal and informal interaction, gaining insight into client experience and intentions to proactively manage relationship risks
• Maintain a sound understanding of investment management processes across core strategies, including economic drivers, portfolio construction and risk management principles

Requirements

• B Comm / B Bus Sci or other similar degree with 3 - 5 years of experience within the asset management industry, with a solid understanding of Operational space
• Strong understanding and hands?on experience of segregated mandate structures and operational requirements
• Well-developed interpersonal skills and the ability to communicate with confidence, navigating issues and engaging clients and internal stakeholders with clarity and professionalism
• A strong curiosity about AI and emerging technologies and their potential to drive innovation

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A strong belief in doing the right thing
• A client-focused and collaborative approach