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Client Associate - Finance Client Services & CRM Admin
Descripción de la vacante
A financial services firm in Cape Town is looking for a Client Service Associate to support the Client Service Fund Managers. The role involves managing databases, preparing client documents, and ensuring high levels of client service. Candidates should have 5 years of experience in finance and strong Excel skills. This position offers the opportunity to work in a dynamic team environment while supporting key client relationships.
Formación
- 5 years working experience in finance/asset management.
- Proficient with database management and advanced Excel usage.
Responsabilidades
- Provide in-house support for Client Service Fund Managers.
- Compile and maintain Due Diligence documents and databases.
- Update Salesforce CRM with accurate client information.
- Assist with client communications and legal document preparation.
Conocimientos
Educación
Herramientas
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.