Investment Client Service Specialist

Recruiter:

Rory Mackie & Associates

Job Ref:

2003854356

Date posted:

Wednesday, August 20, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Overview:

Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client relationships. Responsibilities include client onboarding and effectively managing all client queries.

Responsibilities:

Ensuring a positive and professional client service experience
Providing exceptional client service across carious channels such as phone, email, online, and in-person
Providing clients with technical assistance on our products
Ensuring urgent matters are escalated for prompt resolution
Proactively following up and assisting clients in obtaining outstanding information
Where applicable, assisting clients with the completion of forms and obtaining any other relevant information
Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
Validating KYC documentation
Follow up on onboarding progress with administrators

Qualifications and Experience:

Solid grasp of Anti-Money Laundering Regulations
Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities
Relevant business degree and/or job-related experience

Competencies and Personal Characteristics:

Adaptable and energetic, thriving in dynamic environments with shifting priorities
Capable of working under pressure, meeting regulatory deadlines with poise
Exceptional oral and written communication skills
Empathetic and approachable demeanor towards clients
Client-centric mindset with a professional appearance
Diligent and accountable, maintaining rigor in meeting deliverables
Demonstrates ownership and responsibility for assigned tasks
Self-motivated team player with meticulous attention to detail
Able to manage and prioritize tasks effectively within a demanding team environment

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