Client Service Executive

Catch; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking a dedicated individual to join the client relationship management team supporting major accounts. The ideal candidate will handle relationships with significant asset managers and custodian banks, ensuring client submissions are optimized and submissions targets met. A tertiary education in commerce or law is required, alongside strong interpersonal skills and the ability to thrive under pressure. Proficiency in English is necessary, and knowledge of additional European languages is a plus.

Qualifications

• Tertiary education such as Finance, Economics, BCom Law, or other BCom degree.
• Strong interpersonal and communication skills.
• Able to manage deadlines and pressure in a fast-paced environment.

Responsibilities

• Support account services for major clients across Europe.
• Maintain relationships with custodian banks and clients.
• Ensure compliance with market trends and legislation changes.
• Meet submission targets set by management.
• Assist in onboarding new clients and quality checking claims.

Skills

Strong interpersonal and communication skills

Fast learner

Confident with building rapport

Persistence and problem-solving

Strategic and analytical thinking

Attention to detail

Ability to cope with pressure

Good command of English

Knowledge of additional European languages

Education

Tertiary education in commerce or law

Job description

We are looking for a hard-working individual to support our client relationship management team with the day-to-day management of key accounts.

KEY RESPONSIBILITIES

• Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.
• Support requests and relationships with some of the largest custodian banks across Europe.
• Keep abreast of new products and legislation changes to optimize client submissions.
• Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.
• Develop a strong knowledge of the recovery service in order to service clients successfully and answer technical client queries.
• Ensure that all value for client is reclaimed within deadlines, and all documents are received timeously from clients and custodian banks.
• Work closely with Senior Account Managers and Head of Client Service to develop and accomplish goals and strategic plans set out for clients.
• Manage and consolidate any queries that may arise from various foreign tax offices.
• Meet or exceed submission targets as set out by company management.
• Resolve customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with customers and internal stakeholders.
• Support in client, custodian bank and tax office requests.
• Track processes in an organized and efficient manner and to ensure that all value for a client is reclaimed timeously.
• Provide additional support with claim submissions and other ad hoc projects.
• Support with new client onboarding.
• Support with quality checking claims as needed.

KEY REQUIREMENTS

• Tertiary education in commerce or law field – for example, Finance, Economics, BCom Law, or other BCom degree
• Strong interpersonal and communication skills
• Fast learner
• Confident and strong ability to build rapport with others
• Persistence and problem-solving ability
• Strategic and analytical thinker
• A keen eye for detail and good administration skills
• Able to cope with deadlines and pressure
• A valid South African passport or work permit and all relevant documents
• Good command of the English language
• Not required, but a bonus if able to speak additional European languages (e.g. French, Italian, Spanish, German)