Investment Client Success Specialist

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

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.