Investor Services Lead: Global Client Care & Onboarding

Apex Group; Johannesburg; On-site; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive remuneration

Training and development opportunities

Equal opportunity employer

Job summary

Apex Group in Johannesburg is seeking a Senior Manager to lead a small team delivering high-quality investor services. The role focuses on serving as the primary contact for investor queries, coordinating with legal and finance to review investor materials, and ensuring timely responses.

You will onboard investors, manage KYC documentation to meet regulatory requirements, build strong relationships with investors and clients, and mentor junior staff while supporting ad-hoc projects and process

Qualifications

• Third level qualification in business, law, finance or a related field would be an advantage.
• Ideally previous compliance, trust or funds experience in a professional environment.
• Previous experience in a customer facing role with a proven track record of outstanding service.
• Excellent verbal and written communication skills.
• Ability to prioritise, to adapt to changing business needs and to multitask.
• A professional manner, demonstrating good interpersonal skills and the ability to understand client's/investor's needs, responding to these quickly and effectively.
• Good organizational, analytical and problem-solving skills.
• Strong attention to detail; diligence and care in all aspects of the role.
• Strong Microsoft Office skills including MS Excel and Word.
• Motivated and driven.

Responsibilities

• Working closely with Managers, Associate Directors and other staff as part of the team.
• Serve as primary point of contact for investor queries, ensuring timely and accurate responses and work with legal and finance teams to review and approve investor related materials Responding, and reviewing responses, to investor services related queries received from investors, clients, consultants and auditors as applicable.
• Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines.
• Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas.
• Adherence to internal policies, controls and processes.
• Demonstrate an ability to take responsibility for all aspects of investor/client care.
• Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change.
• Investor onboarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements.
• Assisting with ad-hoc projects and general team administration and other such tasks as may be required.
• Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable.
• Any other duties in the scope of the rolethat the company requires.

Skills

Verbal and written communication

Customer facing

Multitasking

Time management

Organizational skills

Interpersonal skills

Analytical thinking

Attention to detail

Motivated and driven

Education

Bachelor's degree in business, law, finance or related field

Tools

MS Excel

MS Word

Job description

Apex Group in Johannesburg is seeking a Senior Manager to lead a small team delivering high-quality investor services. The role focuses on serving as the primary contact for investor queries, coordinating with legal and finance to review investor materials, and ensuring timely responses.

You will onboard investors, manage KYC documentation to meet regulatory requirements, build strong relationships with investors and clients, and mentor junior staff while supporting ad-hoc projects and process