Institutional Client Service Officer

Recruiter:

Set Consulting

Job Ref:

2639539546

Date posted:

Friday, August 29, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Institutional Client Service consultant

6 month contract

R40k - R50k per month

Excellent opportunity with leading investment group. Reporting to the Head of client Services you will be responsible for:

Client Reporting (Adhoc, daily, monthly, and quarterly)
• Portfolio cash flow and transaction implementation
• Maintain an in-depth knowledge of client and products invested by client
• Assist with the preparation of presentations for client report backs
• Liaison with clients (new clients, portfolio restructures and query management)
• Managing client queries and day-to-day problem solving
• Comprehensive support to the Account Executives to successfully service the client.
• Building relationships with internal and external clients and suppliers

Qualification and Experience
• B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
• 1-2 years’ experience within a similar role, in an asset management environment.

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