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Institutional Client Service Officer

Institutional Client Service Officer

Set ConsultingCape Town, South Africa
30+ days ago
Job description

Institutional Client Service consultant

6 month contract

R40k - R50k per month

Excellent opportunity with leading investment group. Reporting to the Head of client Services you will be responsible for :

Client Reporting (Adhoc, daily, monthly, and quarterly)

  • Portfolio cash flow and transaction implementation
  • Maintain an in-depth knowledge of client and products invested by client
  • Assist with the preparation of presentations for client report backs
  • Liaison with clients (new clients, portfolio restructures and query management)
  • Managing client queries and day-to-day problem solving
  • Comprehensive support to the Account Executives to successfully service the client.
  • Building relationships with internal and external clients and suppliers

Qualification and Experience

  • B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
  • 1-2 years’ experience within a similar role, in an asset management environment.
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    Client Service Officer • Cape Town, South Africa

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