Client Relationship Manager – Ballito or Mount Edgecombe
Reference: PE002923
Location: KwaZulu Natal, Durban
Salary Interval: Monthly
Package: None-negotiable
Description: Our client in the Financial Services industry based in Ballito or Mount Edgecombe, Kwazulu-Natal is currently looking to employ a Client Relationship Manager for Personal Share Portfolios.
Requirements:
- Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint.
- Familiar with Xplan, DMA, Marble, and OPUS is an advantage.
- Experience in the financial services industry preferred.
- Relevant tertiary education or courses completed.
- Knowledge of FAIS and FICA legislation.
- Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
- High-energy, customer-centric, and relationship-oriented.
- Methodical, accurate, and meticulous attention to detail.
- Strong organizational skills, with the ability to prioritize, plan, and manage projects.
- Strong in analytical, math, and research skills, with problem-solving abilities adaptable to client needs.
Responsibilities and expectations but not limited to:
Portfolio Management Administration:
- Responds promptly to Portfolio Manager(s) client instructions
- Coordinates with Advisor offices and core administration teams
- Completes mandates and client onboarding with central operations
- Applies product and process knowledge to finalize client instructions and queries
- Builds effective communication with Advisor offices and central operations
- Supports Portfolio Manager(s) with client reviews
Client Services:
- Implementation of the client services experience, as defined by the Head of Operations.
- Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.).
- Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s).
- Adhere to the culture and principles of Treating Customer Fairly.
Operational Support (administrative support):
- Capture and prepare client records, uploading documents to xPlan and ensuring data integrity.
- Maintain and update client data on xPlan, confirming compliance paperwork and risk profiles.
- Prepare client briefs for Portfolio Managers’ appointments, identifying client needs and coordinating with central operations as needed.
- Schedule reviews and prepare all required documents (profiles, meeting notes, valuations, mandates, marketing materials) per client engagement terms.
- Prepare and distribute client welcome packs.
- Coordinate case-specific inquiries with internal/external product and service providers.
- Ensure record keeping complies with business rules and legislative requirements.
Marketing Support:
- Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
- Assisting Portfolio Managers at client events when relevant.
- Act as a second point of contact for clients thus strengthening client relationships.
Office Management:
- Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
- Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team.
- Support Portfolio Manager in effective client diary management and meeting preparation.
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