Client Relationship Manager

Requirements: PSP or stockbroking experience required. Some years in the financial services industry will be advantageous. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential). Experience with Xplan; DMA; Marble; OPUS is an advantage. Knowledge of the Financial Services Industry. Understanding of FAIS and FICA legislation. An understanding of: Share portfolio account opening processes (including documentation required and the loading of the account). Portfolio transfer. Dividend receipts and payouts. Corporate actions. Client statement preparation and distribution. Responsibilities and expectations but not limited to: Portfolio Management Administration: Deals with Portfolio Manager(s) client instructions timeously. Collaborates with Advisor offices and core admin teams. Manages mandates and client onboarding with central operations. Ensures end-to-end resolution of client instructions/queries using product/process expertise. Maintains strong communication with Advisor offices and central operations. Assists 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): Capturing and preparing of client records, uploading related documents on relevant client management tool i.e. xPlan. Maintain client data integrity through regular updates on client management tools. Capture and prepare client files, ensuring compliance paperwork is complete and client risk profiles are confirmed. Prepare client briefs for Portfolio Manager appointments, addressing client needs and liaising with central operations as needed. Schedule tasks on xPlan for reviews in line with agreed client engagement terms. Prepare review packs/documents, including profiles, meeting notes, valuations, mandates, and supporting materials for Portfolio Manager(s). Preparation and distribution of client welcome packs. Co-ordinate case specific enquiries with internal/external product and service providers. Ensure proper record keeping in line with business rules and where relevant, 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. If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.

Location: Somerset West, ZA

Posted Date: 12/22/2024