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- A minimum of 5 years of experience in the financial services industry is required.
- Relevant tertiary education or courses are necessary.
- Prior investment/stock broking experience will be advantageous.
- The role involves dealing with client instructions in a timely manner and working closely with Advisor offices and central administration teams.
- All mandate completion and client onboarding steps will be performed in conjunction with the central operations team.
- The position requires a detailed understanding of products and processes to ensure end-to-end finalization of client instructions or queries.
- Developing good communication skills with Advisor offices and central operations is essential.
- Assisting Portfolio Managers with client reviews is a critical aspect of this role.
- The implementation of exceptional client services, as defined by the Head of Operations, is a key responsibility.
- Closely collaborating with the central operations team for administrative process implementation and control is necessary.
- The position acts as the primary point of contact for clients, ensuring efficient delivery of client requirements on behalf of the Portfolio Manager(s).
- Adhering to the culture and principles of Treating Customer Fairly is crucial.
- Capturing and preparing client records, along with uploading relevant documents onto the xPlan client management tool.
- Maintaining accurate and up-to-date client data on the client management tool.
- Capturing, fulfilling, and preparing client files, ensuring all compliance paperwork is present and confirming client risk profiles.
- Preparing client briefs for Portfolio Managers' client appointments, identifying suitable client needs and coordinating with central operations as needed.
- Scheduling tasks on xPlan for reviews according to agreed-upon client engagement terms.
- Preparation of review packs/documents for Portfolio Managers to engage with clients as agreed upon per terms of engagement.
- This includes preparation of profiles, meeting notes, valuations, mandate agreements with supporting marketing & application materials.
- Distribution of welcome packs to clients.
- Coordinating case-specific enquiries with internal/external product and service providers.
- Maintaining accurate record-keeping in line with business rules and where relevant, legislative requirements.
- Assisting with the organization of client events in conjunction with the events coordinator, including venue booking and RSVP management.
- Providing assistance to Portfolio Managers at client events when necessary.
- Serving as a secondary point of contact for clients, thereby strengthening client relationships.
- Supporting Portfolio Managers with general office management duties, such as reception, facilities, diary management, stationery, and marketing materials.
- Addressing technology issues experienced by Portfolio Managers and facilitating solutions with the IT support team.
- Supporting Portfolio Managers in effective client diary management and meeting preparation.
- Familiarity with FAIS and FICA legislation.
- An understanding of share portfolio account opening processes (including documentation requirements and loading the account), portfolio transfers, dividend receipts and payouts, corporate actions, client statement preparation, and distribution.
- Proficiency in Microsoft Office applications (Excel, Word, Outlook, and PowerPoint) is essential.
- Experience with Xplan; DMA; Marble; OPUS would be advantageous.
- Strong verbal and written communication skills are necessary.
- A customer-centric and relationship-oriented individual with high energy levels.
- Meticulous attention to detail, methodical, and accurate.
- Self-motivated work ethic, organisational skills, and ability to prioritise, plan, and manage projects.
- Ability to collaborate effectively with others.
- Critical thinking skills: ability to strategize, research, and interpret.
- Strong analytical, math, and research skills.
- Problem-solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate changing client needs.
- Teamwork: be a reliable and productive member of the team.
- Professional presence: as a representative of the organisation, a professional image and professional conduct are always expected and required.
- Time management: ability to manage time and tasks to ensure deadlines are met.
- Assertiveness.
- Proactive and resourceful.
- Resilient under pressure.
- Ability to multitask.
- Maintains confidentiality.
Client Relationship Manager - Cape Town - Ananzi

Description
Leading organisation within the investments / insurance and financial services industry requires a Client Relationship Manager for the Cape Town branch.
Key Qualifications and Experience
Purpose of the Role
The Client Relationship Manager will provide technical support to Portfolio Managers, overseeing administrative, operational, and client service functions. The incumbent will develop client relationships and ensure a positive professional experience.
Portfolio Management Administration
Client Services
Operational Support (Administrative Support)
Marketing Support
Office Management
Knowledge of the Financial Services Industry
Competencies
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