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Rory Mackie & Associates
Client Operations AnalystRory Mackie & Associates • Cape Town, South Africa
Client Operations Analyst

Client Operations Analyst

Rory Mackie & Associates • Cape Town, South Africa
22 days ago
Job description

About the team:

The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and the United Kingdom. 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
  • Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations
  • Perform ongoing KYC of clients
  • Effective liaison with back-office administrators
  • Provide information/support to Client Directors
  • Maintain accurate and up-to-date CRM records
  • Identify inefficiencies in processes
  • Actively contribute to ad hoc projects aimed at streamlining processes

You should consider applying if you have:

  • B Comm / B Bus Sci or other similar degree with 3 - 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
  • Client relationship management experience in the investment management industry, essential
  • Financial market knowledge (instruments and products)
  • Financial accounting experience
  • Proficiency in advanced MS Excel
  • Power Automate, Power BI, SQL or similar would be advantageous
  • Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial

Some of the attributes we look for in a person are:

  • A client focused and collaborative mindset
  • A strong belief in doing the right thing
  • The ability to build and maintain meaningful relationships
  • Intellectual curiosity, motivated by achieving meaningful outcomes
  • Ambition, balanced with decency and humanity
  • Ability to analyse, interpret and assimilate information
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Client Operations Analyst • Cape Town, South Africa

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