Client Services Consultant - Asset Management

Ninety One; Cape Town; On-site; ZAR 270,000 - 390,000; Full time

Job summary

Ninety One is seeking an experienced Investment Platform Direct Client Services professional to support clients of the Retirement Funds, Unit Trusts and Direct Unit Trusts portfolios. You will handle queries, provide information and ensure accurate servicing across channels.

The ideal candidate has 2–3 years in financial services, a business-focused degree, and strong written communication. Offshore experience is a plus and a client-centric, collaborative mindset is essential.

Qualifications

• 2–3 years of relevant experience in financial services.
• Business-focused degree.
• Experience in asset management, retirement funds and unit trusts.
• Offshore experience is an advantage.
• Call centre experience in financial services is essential.
• Excellent business writing skills.

Responsibilities

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
• Communicate with clients on the Ninety One product range in a courteous and professional manner via telephone, email, fax letter and direct walk-in clients.
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
• Acting as the primary point of contact for all third party and client queries on the Ninety One SA and offshore funds range.
• Assist other team members when necessary – provide cover during periods of absence.

Skills

Call centre experience

Excellent business writing

Relationship building

Client focus

Communication skills

Education

Business degree

Job description

Ninety One is seeking an experienced Investment Platform Direct Client Services professional to support clients of the Retirement Funds, Unit Trusts and Direct Unit Trusts portfolios. You will handle queries, provide information and ensure accurate servicing across channels.

The ideal candidate has 2–3 years in financial services, a business-focused degree, and strong written communication. Offshore experience is a plus and a client-centric, collaborative mindset is essential.