Investment Client Service Team Leader

The Talent Experts; Cape Town; Hybrid; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player in financial services is seeking a Client Service Team Leader to guide a high-performing team in a fast-paced environment. This role involves overseeing investor transactions, ensuring compliance with KYC and FICA regulations, and fostering a collaborative culture. The ideal candidate will possess strong leadership and analytical skills, with a commitment to delivering exceptional service. Enjoy a competitive salary, performance-based bonuses, and a hybrid working setup that promotes work-life balance. If you're ready to elevate client service standards and lead a talented team, this opportunity is perfect for you.

Benefits

Performance-based bi-annual bonuses

Annual salary reviews

Hybrid working setup

Work-life balance

Qualifications

• Proven experience in client service and team leadership within financial services.
• Strong analytical ability and deep knowledge of regulatory compliance (KYC, FICA).

Responsibilities

• Oversee a dynamic team handling investor transactions and regulatory compliance.
• Serve as a liaison between investors, fund managers, and custodians.

Skills

Client Service

Analytical Skills

Communication Skills

Leadership Skills

Education

Bachelor of Commerce in Accounting

Similar financial qualification

Job description

Team Leader: Investment Client Service
Kenilworth, Cape Town (hybrid)
Market-related

Lead a high-performing client service team in a fast-paced financial services environment!

Is this you?
You're a natural leader with a strong client-centric mindset and an eye for detail. You enjoy guiding and developing teams, fostering a collaborative work culture while ensuring high standards of service delivery. You stay composed under pressure, have the discipline to drive operational excellence, and are confident communicating with stakeholders at all levels - whether via email, phone, or video. With your strong work ethic and commitment to continuous improvement, you don't just meet expectations - you raise them.

What you'll be doing (and why you'll enjoy it)
As the Client Service Team Leader, you will be responsible for overseeing a dynamic team that handles investor transactions, payments, reporting, and regulatory compliance. You'll lead the planning and allocation of tasks, ensuring operational accuracy and timeliness while maintaining strict adherence to KYC and FICA requirements. You'll serve as the go-to liaison between investors, fund managers, custodians, and prime brokers, resolving escalated queries and driving process improvements. You will play a key role in staff development, coaching your team to deliver outstanding service in a highly regulated and professional environment.

Where you'll be doing it
Our client is a leading financial services firm that has built a strong reputation over more than a decade as a trusted partner to South Africa's top hedge fund managers. They specialize in fund administration and advisory services for both regulated and unregulated portfolios, operating in a collaborative, quality-driven environment. The company offers hybrid working and lives by the mantra: "Do today what can be done today."

What you'll need
You will need a Bachelor of Commerce in Accounting or a similar financial qualification, paired with proven experience in client service and team leadership within financial services or investment administration. Strong analytical ability, excellent communication skills, and deep knowledge of regulatory compliance (KYC, FICA) are essential for success in this role. Prior exposure to investor reporting and transaction oversight will be a distinct advantage.

What you'll get
In return, you'll receive a competitive salary structured with flexibility, performance-based bi-annual bonuses that reward high achievers, annual salary reviews, and a hybrid working setup that promotes collaboration and work-life balance. You'll be part of a business that values proactive leadership, integrity, and professional growth.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Client Service

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree