Client Relationship Manager - Ballito

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

• 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