Investment Client Service Officer | Constantia

The Recruitment Council; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading recruitment agency in Cape Town is seeking an Investment Client Service Officer to provide exceptional service to private clients. This role involves managing client information, supporting Wealth Specialists, and helping grow the business through follow-ups. The ideal candidate has a degree in finance or commerce and 3-5 years of experience in the financial services industry, particularly in investments. Strong communication and tech-savvy skills are essential.

Qualifications

• 3-5 years of experience in financial services, with a focus on investments and sales.
• Solid understanding of investment and fiduciary services.
• Strong computer literacy.

Responsibilities

• Provide first-class service to existing private clients.
• Follow up on qualified leads and schedule appointments.
• Support Wealth Specialists by preparing necessary paperwork.
• Manage and track all leads for timely follow-ups.
• Utilize and maintain the company’s CRM system.

Skills

Client service orientation

Strong communication skills

Sales skills

Tech-savvy

Education

Three-year tertiary degree in finance or commerce

Tools

CRM software

Job description

Are you a highly organised and client-focused professional with a passion for wealth management? Our client is seeking an Investment Client Service Officer to join a dynamic team and play a key role in servicing and growing a book of private clients. This is a fantastic opportunity to build lasting relationships, support a high-performing team, and help clients achieve their financial goals.

Responsibilities

• Provide first-class service to existing private clients, addressing their queries and requests in a timely and professional manner.
• Help grow the business by following up on qualified leads and scheduling appointments for Wealth Specialists.
• Support Wealth Specialists by preparing necessary paperwork and ensuring all deal packs and applications are complete and compliant.
• Manage and track all leads, ensuring timely follow-ups.
• Utilize and maintain the company’s CRM package to manage client information.
• Ensure all new business and administrative tasks are compliant with industry regulations.

Qualifications and Experience

• A three-year tertiary degree in a finance or commerce-related field.
• 3-5 years of experience in financial services, with experience in investments, sales, and financial planning.
• A solid understanding of investment and fiduciary services.
• A valid driver’s license.
• Strong computer literacy and a tech-savvy mindset.