Client Relationship Manager – Ballito or Mount Edgecombe

SUMMARY:
Our client in the Financial Services industry based in Ballito or Mount Edgecombe, Kwazulu-Natal is currently looking to employ a Client Relationship Manager for Personal Share Portfolios.

POSITION INFO:
Requirements:

• Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint.
• Familiar with Xplan, DMA, Marble, and OPUS is an advantage.
• Experience in the financial services industry preferred.
• Relevant tertiary education or courses completed.
• Knowledge of FAIS and FICA legislation.
• Understanding of share portfolio processes, including account setup, transfers, dividends, corporate actions, and client statements.
• High-energy, customer-centric, and relationship-oriented.
• Methodical, accurate, and meticulous attention to detail.
• Strong organizational skills, with the ability to prioritize, plan, and manage projects.
• Strong in analytical, math, and research skills, with problem-solving abilities adaptable to client needs.

• Responds promptly to Portfolio Manager(s) client instructions
• Coordinates with Advisor offices and core administration teams
• Completes mandates and client onboarding with central operations
• Applies product and process knowledge to finalize client instructions and queries
• Builds effective communication with Advisor offices and central operations
• Supports Portfolio Manager(s) with client reviews

• 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.

• Capture and prepare client records, uploading documents to xPlan and ensuring data integrity.
• Maintain and update client data on xPlan, confirming compliance paperwork and risk profiles.
• Prepare client briefs for Portfolio Managers’ appointments, identifying client needs and coordinating with central operations as needed.
• Schedule reviews and prepare all required documents (profiles, meeting notes, valuations, mandates, marketing materials) per client engagement terms.
• Prepare and distribute client welcome packs.
• Coordinate case-specific inquiries with internal/external product and service providers.
• Ensure record keeping complies with business rules and legislative requirements.

• 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.

• 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.