Client Service Officer (FTC - 6 Months Contract)

Sanlam; Bellville; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading investment management firm in Bellville is seeking a professional with financial services expertise to enhance client reporting, implement portfolio transactions, and manage client relationships. The ideal candidate will have a degree in Commerce or Business Science and 4-5 years in a similar asset management role. Strong communication and technical skills are vital. An inclusive and diverse workplace is a priority.

Qualifications

• 4-5 years’ experience in a similar role within an asset management environment.

Responsibilities

• Client Reporting (Adhoc, daily, monthly, and quarterly)
• Portfolio cash flow and transaction implementation
• Maintain an in-depth knowledge of client and products
• Assist with preparation of client presentations
• Liaise with clients and manage queries
• Build relationships with internal and external clients
• Identify opportunities to improve business efficiency

Skills

Sound technical understanding of financial services

Excellent listening skills

Communication skills

Inter-personal skills

Education

B.Comm or B.BusSci degree with Information Systems

Equivalent Diploma

Job description

Who are we?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We Take Particular Pride In

• Sanlam’s longevity and innovation
• People, teamwork and values
• A culture of diversity and commitment to growing our own timber
• Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds are managed according to our pragmatic value investing style.

What will you do?

• Client Reporting (Adhoc, daily, monthly, and quarterly)
• Portfolio cash flow and transaction implementation (close interaction with Curo Fund Services)
• Maintain an in-depth knowledge of client and products invested by client
• Assist with the preparation of presentations for client report backs
• Liaison with clients (new clients, portfolio restructures and query management)
• Managing client queries and day-to-day problem solving
• Comprehensive support to the Account Executives to successfully service the client.
• Building relationships with internal and external clients and suppliers
• Building and maintaining a positive working relationship with internal stakeholders
• Ad hoc duties and projects from time to time.
• Identify and analyse opportunities that will improve business efficiency.
• Updating of CRM system
• Accurately capture fees on Revport
• Be able to evaluate the impact of changes in the business environment on the billing cycle and, if required, make recommendations on how to ensure the billing cycle is not negatively impacted

What will make you successful in this role?

• Sound technical understanding of the financial services industry
• Excellent listening, communication, and inter-personal skills

Qualifications And Experience

• B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
• 4-5 years’ experience within a similar role, in an asset management environment.

Competencies

Behavioural

• Customer Focus: The ability to understand and anticipate client needs and deliver excellent service to enhance the client experience.
• Team player and proactive individual
• Organised
• Ability to work independently and use initiative.
• Review and improve processes.
• Ability to prioritize tasks.
• Ability to use technology and functionality to increase efficiency.
• Thrives in a high-pressured environment.
• Problem-solving ability
• Attention to detail.
• Resilience: involves emotional intelligence, self-awareness, and the ability to bounce back from setbacks.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace, as we believe these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.