Client Associate

Coronation Fund Managers; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading company in asset management seeks a Client Service Associate to support Fund Managers and manage client relationships effectively. The role involves database management, client communication, and ensuring high-quality service delivery. Ideal candidates will have strong Excel skills and relevant qualifications in commerce.

Qualifications

• 5 years working experience in finance/asset management.

Responsibilities

• Support for Client Service Fund Managers, managing client relationships.
• Complete Client Surveys and Due Diligence Questionnaires.
• Maintain accuracy of client-related databases and collateral.

Skills

Database management

Advanced Excel skills

Education

B Comm

B Bus Sci

CA

Job description

Job Location : Western Cape, Cape Town Deadline : May 28, 2025 Quick Recommended Links

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Duties and Responsibilities

To be a full in-house support and back-up for the Client Service Fund Managers (FM). This includes :

• Taking key responsibility for assigned clients alongside the FM. This requires that the incumbent is able to report on all current matters pertaining to a particular assigned client and build strong client relationships so that clients feel comfortable dealing directly with the incumbent when the FM is not available.
• Work closely with the FM and the dedicated Client Relationship Manager (CRM) to ensure all queries and issues around the client and products are dealt with efficiently and professionally.
• Liaise with staff at various levels of the organization and from other departments to ensure high levels of client service and administration

Client Surveys, Due Diligence Questionnaires, tenders, maintenance of the DDQ database of questions / responses :

• Take responsibility for the initial completion of these documents, to be reviewed by FMs. The process includes sourcing information from various areas of the business, dealing with senior managers for input and ensuring all reviews are completed timeously
• Taking ownership for the submission and delivery accurately and within stringent time constraints
• Ensure that the Due Diligence Database of answers to questions is updated and is maintained at all times.
• To be responsible for the input and maintenance of all external client / consultant databases, both local and international. These databases are the most critical interface Coronation has to clients / consultants globally (of equal importance to performance) and hence need to be accurate and updated regularly
• Collate and take responsibility for maintaining accuracy and quality of all other client-related collateral, strategy fact sheets, client queries, Salesforce updates, meeting minutes, process documents / manuals etc.
• Assist with the preparation of legal documents relating to clients and ensure accurately captured, stored, maintained and scanned
• Deal with all other business and product related queries within the team
• Ensure the CRM system (Salesforce) is up to date and accurate for funds that the incumbent is allocated as the CA
• Take responsibility for ad-hoc projects as assigned with pride and diligence
• Ensure all process documents are kept up to date and enhanced where possible
• Assist with client communication distributions via Salesforce Marketing Cloud, including contact list generation and distribution, as and when required
• Provide training and mentoring to new starters and junior team members
• Assist with general tasks in the area as and when required
• Act with integrity and professionalism at all times and uphold the Coronation culture and values

Ideal Experience

• Database management and advanced Excel skills
• 5 Years working experience in finance / asset management.

Ideal Qualifications

• Commerce or related qualification – B Comm, B Bus Sci, CA (Numerical subjects)