Institutional Client Service Officer
SET Recruitment ConsultantsCape Town, Western Cape, South Africa30+ days ago
Job descriptionB.Comm or B.BusSci degree with Information Systems or equivalent Diploma. 1-2 years’ experience within a similar role, in an asset management environment.
Overview
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 :
Responsibilities
- 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
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Client Service Officer • Cape Town, Western Cape, South Africa
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