Institutional Client Service Officer

SET Recruitment Consultants; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading recruitment agency is seeking an Institutional Client Service Consultant for a 6-month contract in Cape Town. You will be responsible for client reporting and maintaining knowledge of client products. The ideal candidate has a B.Comm or B.BusSci degree and 1-2 years of relevant experience. This role offers a competitive salary range of R40k - R50k per month.

Qualifications

• 1-2 years’ experience in a similar role in asset management.

Responsibilities

• Client Reporting (Adhoc, daily, monthly, and quarterly)
• Maintain knowledge of client and products invested by the client.
• Liaison with clients for queries and management.

Skills

Client Reporting

Portfolio cash flow management

Problem-solving

Client relationship management

Education

B.Comm or B.BusSci degree with Information Systems or equivalent Diploma

Job description

Overview

Institutional Client Service consultant — 6 month contract — R40k - R50k per month

Excellent opportunity with leading investment group. Reporting to the Head of client Services you will be responsible for:

Responsibilities

• Client Reporting (Adhoc, daily, monthly, and quarterly)
• Portfolio cash flow and transaction implementation
• Maintain an in-depth knowledge of client and products invested by client
• Assist with the preparation of presentations for client report backs
• Liaison with clients (new clients, portfolio restructures and query management)
• Managing client queries and day-to-day problem solving
• Comprehensive support to the Account Executives to successfully service the client.
• Building relationships with internal and external clients and suppliers

Qualification and Experience

• B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
• 1-2 years’ experience within a similar role, in an asset management environment.