Associate Client Services Director

Iq-Eq; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading company in financial services is seeking an Associate Client Services Director to manage client relationships and ensure compliance with policies. The role involves maintaining revenue growth and overseeing deliverables from production teams. Ideal candidates will have strong managerial and technical skills, including knowledge of IFRS and proficiency in Microsoft Office.

Benefits

Inclusive and diverse environment

Career growth opportunities

Continuous learning

Personal development support

Qualifications

• Experience in debtor management and understanding client fee structures.
• Knowledge of IFRS, US GAAP, Funds, and SME industries.

Responsibilities

• Maintain client relationships and handle client issues.
• Ensure compliance with Group and Company policies.
• Provide high-quality, billable advice to clients.

Skills

Customer focus

Drive results

Effective communication

Talent development

Collaboration

Education

Chartered Accountant (SA)

Minimum 4 years of managerial experience at IQEQ

Minimum 5 years managerial experience in a similar role

Tools

Microsoft Office

fund administration systems

Job description

Job Description

The Associate Client Services Director (ACSD) will maintain client relationships, handle client issues and demands. Services for our clients include, but are not limited to, investment fund administration, accounting, and financial statement preparation.

The ACSD will work closely with the Country Delivery Director to maintain the existing client portfolio and ensure revenue growth in volume and profitability.

The ACSD will act as the Checker before delivering work to clients, ensuring compliance with Group and Company policies, as well as local regulatory frameworks.

Tasks

1. Understand client needs to align IQEQ's service offerings effectively.
2. Translate client requirements into organizational processes to ensure On Time and In Full (OTIF) delivery.
3. Ensure internal processes are correctly executed to meet client commitments.
4. Provide high-quality, billable advice to clients (hourly billing); regular client work is excluded.
5. Train and coach team members under supervision or managing client portfolios.
6. Review deliverables from production teams in India, Mauritius, or South Africa, including reports, financial statements, and tax sheets, based on risk assessment.
7. Coordinate with clients and Legal team for constitution adoption or amendments, including fee agreements.
8. Handle complex assignments such as technical accounting, consolidations, or restructuring.
9. Collaborate with the Country Delivery Director to allocate clients and tasks appropriately.
10. Participate in performance reviews and development planning for team members.
11. Protect IQEQ's information assets and comply with ISMS policies.

Key competencies for position and level

• Customer focus
• Drive results
• Effective communication
• Talent development
• Collaboration

Key behaviors expected

In addition to Group Values (Authentic, Bold, Collaborative), the role requires demonstrating:

• Accuracy
• Approachability
• Attention to detail
• Prioritization
• Proactivity
• Relationship building
• Ownership

Deliverables (KPIs)

• Maintain and grow revenue from existing clients and cross-sell opportunities
• Acquire new clients and revenue
• Manage P&L, expenses, and debtors
• Oversee quality of production teams
• Manage client complaints related to reviewed files
• Personal chargeability
• OTIF delivery

Qualifications

Education / professional qualifications

• Chartered Accountant (SA)
• Minimum 4 years of managerial experience at IQEQ
• Minimum 5 years managerial experience in a similar role or global sector

Managerial skills

• Build strong team connections through open communication about successes and challenges
• Experience in debtor management and understanding client fee structures

Technical skills

• Knowledge of IFRS, US GAAP, Funds, and SME industries
• Proficiency in Microsoft Office and fund administration systems

Additional Information

IQEQ promotes an inclusive, diverse environment supporting career growth, continuous learning, and personal development. Opportunities are available across service lines and international offices.

Remote Work : Employment Type : Full-time

Key Skills

CCNP, Children Activity, Corporate Paralegal, Graphic Designing, Advertising, Import & Export

Department / Functional Area : Client Services

Experience : years

Vacancy : 1