Senior Client Liaison Officer...

Business Daily; Cape Town; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading company in investment management is seeking a Senior Client Liaison Officer to enhance client relationships and manage queries. This role requires strong communication skills and a diploma in Accounting or a relevant field, with at least 5 years of experience in client administration. The candidate will liaise between clients and the fund management team, ensuring satisfaction and compliance with industry regulations.

Qualifications

• 5+ years in client administration environment.
• Working knowledge of equities, bonds, derivatives, and compliance regulations.

Responsibilities

• Works as first point of contact for client queries.
• Manages relationships with clients and resolves issues.
• Assists in training junior staff.

Skills

Communication

Attention to detail

Analytical skills

Problem solving

Time management

Education

Diploma in Accounting BCom or relevant qualification

Job description

Senior Client Liaison Officer Vunani Fund Managers (VFM) is a South African fund management company that provides clients with a range of institutional investment products.

We are building a top ranked fund management business focusing on investment performance and client services.

VFM is looking for a suitably qualified EE candidate to fill the role of Senior Client Liaison Officer.

Purpose of the Role The Senior Client Liaison Officer works closely with the Fund Managers and is generally the first point of contact for clients' administrators and consultants regarding audit requirements, reporting and administration.

The purpose of the role is to be the link between the client (including their administrators, consultants and auditors), the front office (fund managers and dealing desk) and the back office (administrators and custodians).

The role can be divided into four sections, namely : relationship building; reporting; query management and operational efficiency.

Required Technical Skills and Knowledge Qualifications Minimum - Diploma in Accounting BCom or other relevant qualification Experience 5+ years in a client administration environment Working knowledge of equities, bonds, derivatives, collective investments and money market instruments Statutory Compliance General understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements.

Key Accountabilities Building relationships with clients in conjunction with the Fund Manager and Business Development team Administration and reporting Liaising with each designated client, front office and back office, attending to and resolving queries and requests on both segregated and unit trust funds Assisting with training of junior staff / graduates Maintaining existing processes and procedures as well as documenting new ones as the need arises Core Competencies Excellent communication skills, both written and verbal, in English Accuracy (numeric) Attention to detail Analytical and problem solving skills Self-motivated Time management skills & ability to multi-task Team player Remuneration Competitive remuneration structure which takes into consideration the candidate's experience and level of responsibility.

Further details of the package will be provided upon interview.

Location Newlands, Cape Town Contact Us To apply, send your CV to .

Correspondence will only be entered into with shortlisted applicants.

Should you not receive a reply within 30 days of your application, please consider your application unsuccessful.

Vunani Fund Managers (Pty) Ltd is a licensed Financial Services Provider (license no ) in terms of the Financial Advisory and Intermediary Services Act.

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