Law à United States

Client Service Specialist page is loaded

Apply locations Cape Town time type Full time posted on Posted Yesterday time left to apply End Date: June 30, 2025 (4 days left to apply) job requisition id R35522

Hello future Client Service Specialist

Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients’ holistic balance sheet needs, and to support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures. We see institutions as but not limited to, pension funds, long and short-term insurers, re-insurers, as well as medical aid schemes.

In this role you will be required t o provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests and d eliver individual results through personal effort and skill . You will also be required to b uild and maintain strong relationships with our internal and external stakeholders .

Are you someone who can :

• Deliver service that exceeds customer expectations through proactive, innovative, and appropriate solution selection and application

• Provide customers with relevant information to keep them informed of products and service options via correspondence and telephonically.

• Attend to client requests, incidents, and queries, acting speedily to reach resolution within the stipulated SLA, and capturing query details accurately for future reference

• Remain cognisant of other relevant benchmarking metrics to meet or exceed client expectations through service delivery

• Collate and produce relevant information in a timely manner for review

• Provide required reporting to clients on a regular basis and on ad hoc occasions

• Implement findings from client satisfaction surveys to better manage client needs

• Participate in a service culture, building rewarding relationships, proposing innovations, and allowing others to provide exceptional client service

• Maintain static data for existing accounts

• Open, modify and close clients Investment Accounts as required -

• Engage in the maintenance of current client accounts and prepare for the onboarding of new clients

• Provide clients with ad ho c statements required , and assist clients with ad hoc audit confirmations

• Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence, and negotiate to achieve win-win outcomes.

• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered.

• Preserve relationships despite airing conflicting views and seeks mutual gains when addressing conflicts.

• Anticipates consequences and adapts problem solving based on continual feedback.

• Implement, monitor, and control business processes according to quality standards, policy, and compliance and governance requirements in area of accountability

• Ensure the development, alignment, mapping, and implementation of end-to-end processes aligned to the customer journey map

• Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies and minimise redundancy

• Work under pressure Working efficiently under pressure (tight deadlines) without compromising quality.

• Availability for overtime when business needs arise.

You will be an ideal candidate if you :

• Have completed a relevant bachelor’s degree or diploma

• Have at least 3 – 5 years’ experience withing Financial Services (Asset Management)

You will have access to :

• Opportunities to network and collaborate

• Challenging Working

• Opportunities to innovate

• Opportunity to be a part of dynamic and growing asset manager.

We can be a match if you have :

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to

• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

• Be client centric – Knowing how to deal with difficult clients and manage difficult stakeholders .

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30/06/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Ashburton Investments was created to challenge the status quo in the investment management market.

Designed as a new-generation asset manager, Ashburton Investments has been particularly successful in fixed-income and institutional markets and is now embarking on scaling new offerings to meet the investment needs of individuals.

As a place to build a career, Ashburton represents many opportunities as it is still very much in a growing phase. Its ambition is to innovate and disrupt. It is still small and agile with great runway to contribute to the group’s success over the medium to longer term.