Institutional Client Operations Specialist

Rory Mackie & Associates; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

Rory Mackie & Associates in Cape Town seeks a dedicated individual to join their Client Operations team. This role requires ownership of client servicing activities and coordination across various internal and external teams to ensure a high-quality client experience.

Ideal candidates will have a degree in B Comm or B Bus Sci, 3-5 years in asset management, and strong interpersonal skills. A curiosity about AI and emerging technologies is highly valued.

Qualifications

• 3 - 5 years of experience within the asset management industry.
• Solid understanding of Operational space.
• Ability to navigate issues and engage clients with professionalism.

Responsibilities

• Take ownership of client servicing activities across teams.
• Act as a primary contact for operational client queries.
• Coordinate resolution of breaches and overdrafts.
• Support client onboarding with Transition Management team.
• Maintain understanding of investment management processes.

Skills

Client servicing activities

Interpersonal skills

Operational knowledge

Understanding of segregated mandate structures

Curiosity about AI and emerging technologies

Education

B Comm / B Bus Sci or similar degree

Job description

Rory Mackie & Associates in Cape Town seeks a dedicated individual to join their Client Operations team. This role requires ownership of client servicing activities and coordination across various internal and external teams to ensure a high-quality client experience.

Ideal candidates will have a degree in B Comm or B Bus Sci, 3-5 years in asset management, and strong interpersonal skills. A curiosity about AI and emerging technologies is highly valued.