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Strategic Asset Management Client Relations Specialist

Strategic Personnel

Johannesburg

On-site

ZAR 350 000 - 550 000

Full time

Yesterday
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Job summary

A leading financial services firm in Johannesburg seeks a Client Relations Specialist with a completed BCom (Honours) in Investment Management and at least 3 years of experience in Asset Management or Financial services. The ideal candidate will excel in building relationships, providing client support, and working collaboratively with global teams. Outstanding communication skills and an outgoing personality are key. This role involves developing client trust, training on IT systems, and enhancing overall service quality.

Qualifications

  • Minimum 3 years client relations experience in Asset Management or Financial environment.
  • Strong academics with a history of success in academic and work settings.

Responsibilities

  • Develop trusted relationships with clients as an expert resource.
  • Provide expert training on custom IT systems.
  • Cultivate client relations and engage socially as needed.
  • Work with various teams to resolve client concerns.
  • Record and relay client feedback to improve service quality.

Skills

Client relations experience
Communication skills
Outgoing personality
Problem-solving skills
Strategic thinking

Education

BCom (Honours) in Investment Management
Post Grad in Financial Planning
Job description
A leading financial services firm in Johannesburg seeks a Client Relations Specialist with a completed BCom (Honours) in Investment Management and at least 3 years of experience in Asset Management or Financial services. The ideal candidate will excel in building relationships, providing client support, and working collaboratively with global teams. Outstanding communication skills and an outgoing personality are key. This role involves developing client trust, training on IT systems, and enhancing overall service quality.
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