Client Relations Specialist (Investment Management)

SUMMARY:
Career Opportunity for 2026!
Established and expanding Investment Management company, with operations locally and abroad, is seeking a skilled client relations specialist to liaise with their SA clients and financial advisors.

POSITION INFO:
The candidate must have a completed BCom (Honours) (Investment Management or similar) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. A 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 comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
• 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
• Proactively cultivate relations and be prepared to engage socially where beneficial
• Provide expert initial and ongoing training on their custom IT system
• Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients’ concerns
• Manage and leverage internal resources to meet deliverables
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
• 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