Client Relations Specialist

2 недель назад

KwaZulu Natal Kazakhstan Strategic Полный рабочий день 250 000 ₸ - 750 000 ₸ в год
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.

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 management company / Financial planning company. 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 
Only shortlisted candidates will be contacted. If you have not heard from us by the start of December 2025, please consider your application unsuccessful.

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