Client Relations Specialist (Investment Management)

SUMMARY:
Highly successful investment management company with operations locally and internationally seeks a dynamic Client Relations specialist to engage with clients and financial advisors. Relevant client relations experience within Investment management / Asset management / Unit trust management is essential.

POSITION INFO:
Highly successful, international investment management company seeks a dynamic Client Relations specialist with relevant client relations experience in Investment management / Asset management / Unit Trust management

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset management / Investment firm / Financial planning environment. Post Grad in Financial planning is an advantage.

Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important.

Your duties will include:

• Develop trusted relationships with clients and becoming an expert resource
• Provide expert initial and ongoing training on their custom IT system
• Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
• Manage and leverage internal resources to meet deliverables
• Proactively cultivate relations and be prepared to engage socially where beneficial
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
• Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients’ concerns
• Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
• Strategic and creative thinking to suggest improvements to productivity, service quality and processes
• Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
• Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
• Assist with ad hoc inter-function projects as required