Client Relationship Manager - Ballito

Recruiter:

Accountancy Placements Pietermaritzburg

Job Ref:

PMB001069/LD

Date posted:

Friday, November 1, 2024

Location:

Durban, South Africa

SUMMARY:
Client Relationship Manager – Ballito
Our client is looking for a Client Relationship Manager to provide technical support to their Portfolio Managers.

POSITION INFO:
Responsibilities:

Portfolio management administration
Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.)
Implementation of the client services experience and acting as the point of contact for the clients
Operational support (administrative support)
Capturing and preparing client records and uploading related documents on XPlan
Assist with the organisation of client events in conjunction with the events coordinator (Booking venues, RSVP and event management etc.)
Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team

Requirements

Knowledge of the financial services industry
Understanding of the FAIS and FICA legislation
Relevant tertiary education or courses
Experience with XPlan, DMA, Marble, Opus (Advantageous)
Understanding of share portfolio account opening processes
Methodical, accurate, and have meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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