The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibilities:
Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
Be effective at query management and resolution
Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
Perform ongoing KYC of clients
Effective liaison with back-office administrators
Provide information/support to Client Managers
Update of CRM system
Identify inefficiencies in processes
Contribute to ad hoc projects aimed at streamlining processes
Requirements:
B. Comm/B Bus Sci or other similar degree
3 - 5 years investment management industry experience, preferably in a role with exposure to institutional client operations within asset management
Client relationship management experience in the investment management industry
Financial market knowledge (instruments and products)
Financial accounting experience
Advanced MS Excel
Attributions:
A strong belief in doing the right thing
Intellectual curiosity
Ambition, balanced with decency and humanity
Ability to analyse, interpret and assimilate information
