EE Investment Client Relationship Manager at The Talent Expert

Is this you?

• Do you excel in building and maintaining strong client relationships while ensuring service excellence through your technical investment knowledge and experience? If you possess excellent communication skills, a strong technical grasp of asset management operations, and thrive in a fast-paced, client-focused environment, this role offers a perfect opportunity to showcase your skills.

What you’ll be doing (and why you’ll enjoy it)

• As a Client Relationship Manager, you will play a crucial role in managing and nurturing relationships with retail clients, advisors, and external stakeholders. Your responsibilities will include responding promptly to client queries, overseeing the delivery of fund administration services, and ensuring adherence to service level agreements. You will collaborate closely with internal teams to enhance client reporting, contribute to process improvements, and maintain accurate client portfolio information. This role provides a dynamic environment where you can leverage your client service expertise to positively impact client satisfaction and operational efficiency.

Where you’ll be doing it

• Our client, a respected leader in asset management based in Steenberg, Tokai, focuses on delivering innovative investment solutions and exceptional client service. With a commitment to integrity and professional growth, the company offers a supportive culture where employees are encouraged to thrive and develop their careers. Join a team known for its dedication to excellence and collaborative spirit, where your contributions will be valued and rewarded.

What you’ll need

• To succeed in this role, you need to have a minimum of 3 years’ experience in client relationship management or client reporting gained within the asset management or financial services industry. A relevant tertiary qualification in Accounting, Finance, or Investments is essential, accompanied by strong Excel skills. You should possess excellent interpersonal skills, impeccable organizational abilities, and a proactive approach to problem-solving. Knowledge of investment administration systems and regulatory frameworks governing asset management is critical. This role is strictly Employment Equity.

What you’ll get

• In addition to a competitive salary, our client offers a comprehensive benefits package and opportunities for professional development within a progressive organization. You’ll have the chance to work alongside industry experts, enhance your skills in client relationship management, and contribute to the success of a leading asset management firm known for its client-centric approach and innovative solutions.