Client Service Support Consultant MMH261019-5

Momentum; Centurion; On-site; ZAR 450,000 - 750,000; Full time

Job summary

Momentum in Gauteng seeks an analytical investment professional to support investment reporting, data analysis, and process improvement. The role focuses on producing accurate client reports and automating processes to increase efficiency and scalability.

As the role evolves, responsibilities expand to broker engagement, investment support, and enhanced client servicing, offering opportunity for growth into a broader investment position while maintaining high-quality reporting standards.

Qualifications

• Relevant degree in Investments, Finance, Economics, Actuarial Science, Mathematics, Business, Data Analytics, or related field.
• Experience within investments, asset management, retirement funds, employee benefits, investment consulting, or a related financial-services environment.
• Experience in investment reporting and/or analytics.
• Strong Excel and data-analysis skills.
• Interest in automation, data visualization, and process improvement.
• Experience engaging with clients, advisers, or brokers is advantageous.
• Exposure to LEAN, reporting automation, process optimisation, or data analytics is beneficial.

Responsibilities

• Investment Reporting and Analysis: Produce accurate and timely investment reports.
• Review investment performance and portfolio data for accuracy.
• Identify and communicate meaningful investment insights.
• Support investment-related queries and ad hoc analysis.
• Develop understanding of investment portfolios, strategies, and market developments.
• Ensure reporting meets quality and deadline requirements.
• Process Improvement and Automation: Review and improve reporting processes.
• Identify opportunities to eliminate, simplify, or automate manual tasks.
• Apply LEAN and continuous improvement principles.
• Improve controls, validation, and reporting accuracy.
• Develop scalable, repeatable reporting solutions.
• Collaborate with stakeholders to implement enhancements and automation initiatives.
• Scaling Reporting Across the Client Base: Develop efficient and scalable reporting solutions.
• Support broader access to customised investment insights.
• Tailor reporting approaches for different client segments.
• Improve proactive communication and insight-led reporting.
• Balance efficiency with quality and relevance.
• Broker Engagement and Client Support: Build broker relationships and support clients.

Skills

Data analysis

Client engagement

Process improvement

Education

Degree in Finance/Investments/Economics

Tools

Excel

Data visualization

Job description

Role Purpose

We are seeking an analytical and proactive investment professional to support investment reporting, data analysis, process improvement, automation, client service, and broker engagement. Initially, the role will focus on producing accurate investment reports for selected clients. However, a key objective is to improve and automate reporting processes using LEAN and continuous improvement principles, reducing manual effort, increasing accuracy, and creating a scalable reporting capability. As efficiencies are achieved, the role will expand into broker engagement, investment support, and service enhancement, providing an opportunity to grow from a technical reporting role into a broader client-facing investment position. This role is suited to someone who continuously seeks better ways of working by asking:

• Can this process be simplified or automated?
• How can we improve accuracy and reduce manual intervention?
• How can reporting become more insightful and scalable?
• What information adds the most value to brokers and clients?
• How can investment reporting strengthen our service proposition?

The successful candidate will play an active role in shaping and improving the future investment reporting and servicing model.

Requirements

• Relevant degree in Investments, Finance, Economics, Actuarial Science, Mathematics, Business, Data Analytics, or related field.
• Experience within investments, asset management, retirement funds, employee benefits, investment consulting, or a related financial-services environment.
• Experience in investment reporting and/or analytics.
• Strong excel and data-analysis skills.
• Interest in automation, data visualisation, and process improvement.
• Experience engaging with clients, advisers, or brokers is advantageous.
• Exposure to LEAN, reporting automation, process optimisation, or data analytics is beneficial.

Duties and Responsibilities

• Investment Reporting and Analysis
• Produce accurate and timely investment reports.
• Review investment performance and portfolio data for accuracy.
• Identify and communicate meaningful investment insights.
• Support investment-related queries and ad hoc analysis.
• Develop a sound understanding of investment portfolios, strategies, and market developments.
• Ensure reporting meets quality and deadline requirements.
• Process Improvement and Automation
• Review and improve reporting processes.
• Identify opportunities to eliminate, simplify, or automate manual tasks.
• Apply LEAN and continuous improvement principles.
• Improve controls, validation, and reporting accuracy.
• Develop scalable, repeatable reporting solutions.
• Collaborate with stakeholders to implement enhancements and automation initiatives.
• Scaling Reporting Across the Client Base
• Develop efficient and scalable reporting solutions.
• Support broader access to customised investment insights.
• Tailor reporting approaches for different client segments.
• Improve proactive communication and insight-led reporting.
• Balance efficiency with quality and relevance.
• Broker Engagement and Client Support

As The Role Evolves

• Build strong relationships with brokers and internal stakeholders.
• Understand broker reporting and servicing requirements.
• Gather feedback and identify improvement opportunities.
• Assist with interpreting investment information and supporting discussions.
• Contribute to an enhanced broker and client experience.

Measures of Success

Initial Success

• Deliver accurate, high-quality investment reports.
• Build investment and portfolio knowledge.
• Meet reporting deadlines.
• Apply strong quality-control practices.

Developing Success

• Reduce manual processes and increase automation.
• Improve efficiency, scalability, and controls.
• Expand access to customised reporting and insights.

Long-Term Success

• Build trusted broker relationships.
• Enhance broker and client value through quality insights.
• Contribute to a differentiated investment service proposition.
• Help shape the future of investment servicing.