Unit Trust Operations Consultant

Palesa Mbali Group; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A reputable financial services provider is seeking a Client Services Consultant to join their Retail Operations division. This role focuses on delivering a seamless experience for investors and advisers through accurate transaction processing and exceptional client support. Ideal for a client-centric professional eager to grow in a dynamic environment.

Benefits

Career Development

Collaborative Team Environment

Qualifications

• Relevant business degree and/or industry-related experience required.
• Exposure to unit trust or life insurance industries is advantageous.

Responsibilities

• Process incoming investment instructions accurately.
• Maintain effective communication with clients and advisers.
• Deliver exceptional client service by resolving queries.

Skills

Attention to Detail

Time Management

Problem Solving

Communication

Education

Business Degree

Tools

Microsoft Word

Microsoft Excel

Job description

We're hiring on behalf of our client, an investment client services consultant. Our client, a reputable financial services provider in the investment industry, is seeking a Client Services Consultant to join their high-performing Retail Operations division.

This team plays a crucial role in delivering a seamless experience for individual investors and independent financial advisers by managing transaction processing and client support. This position is ideal for a client-centric professional who thrives in a dynamic, fast-paced environment.

You'll be responsible for ensuring that all client and adviser instructions are processed accurately and efficiently, and that queries are handled with care and professionalism. The role requires a combination of transactional accuracy, strong communication, and team collaboration, and offers the opportunity to grow within a respected, client-focused organization.

Key Responsibilities

1. Accurately process a variety of incoming investment instructions, including:

• Opening new investment accounts
• Processing top-ups, withdrawals, and account changes
• Follow up on pending instructions to ensure swift completion

Maintain effective communication with clients and advisers via phone and email

Deliver exceptional client service by resolving queries promptly and professionally

Keep detailed records of all interactions on internal systems

Support team members and leadership with workflow queries and escalations

Stay up to date with industry regulations related to investment and pension products

Requirements

• A relevant business degree and/or industry-related experience
• Exposure to the unit trust or life insurance industries is highly advantageous
• Solid understanding of investment-related legislation and compliance
• Proficient in Microsoft Word and Excel

Key Competencies

• Excellent attention to detail
• Strong time management and organizational skills
• Effective problem-solving and critical thinking
• Outstanding verbal and written communication
• Client-first approach and a collaborative mindset
• Self-driven with the ability to work independently and as part of a team

Why This Opportunity?

• Work with a well-established and respected financial institution
• Join a collaborative and professional team environment
• Build your career in client services and investment administration
• Opportunity to develop deeper knowledge in investment products and operations

Ready to Apply?

If you're a service-oriented professional with a passion for client experience and operational excellence, we'd love to hear from you.