Investment Client Services Consultant

SUMMARY:
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POSITION INFO:

Purpose of the Role
This role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company’s high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient processing of all investment-related transactions and maintain accurate record-keeping. Reporting to a team leader, this role requires a balance of teamwork and independent problem-solving.

Key Responsibilities

• Accurately process all incoming or pending investment instructions, including:

  • New business transactions such as opening investment accounts.

  • Existing business transactions such as contributions, withdrawals, and investment adjustments.

• Provide best-in-class client service through call and email interactions with clients, advisers, and internal teams.

• Maintain meticulous records of client interactions and transactions within internal systems.

• Apply knowledge of regulatory and legislative requirements governing investment products, including Employee Benefits and Asset Management.

• Assist team members and leadership with workflow management, technical queries, and process improvements.

Qualifications & Experience

• A relevant business degree.

• Minimum of three (3) years of relevant experience.

• Strong understanding of Employee Benefits, Pension Funds, and the Life Insurance industry.

• Exposure to the unit trust industry or asset management sector is advantageous.

Key Attributes & Competencies

• High attention to detail and accuracy.

• Strong time management and organizational skills.

• Excellent problem-solving ability with a proactive mindset.

• Client-focused with outstanding verbal and written communication skills.

• Self-driven and adaptable, able to work under pressure in a fast-paced environment.

• Intermediate proficiency in Microsoft Word and Excel.