Direct Client Services Consultant

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

About us:

Ninety One is an independent, active global asset manager withR4 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Investment Platform Direct Client Services team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face interactions, emails, or phone calls. The team takes pride in providing comprehensive assistance by offering detailed information about our company’s products and processes, investigating, and resolving any issues our clients may encounter, and ensuring that they are completely satisfied with both our company and the service we provide.

In this role you will:

• 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

You should consider applying if you have:

• Relevant 2 - 3 years working experience
• A business focused degree
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust
• Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

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 client focused and collaborative approach
• Ability to analyse, interpret and assimilate information

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