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Job Summary
The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibilities:
- Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
- Be effective at query management and resolution
- Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
- Perform ongoing KYC of clients
- Effective liaison with back-office administrators
- Provide information/support to Client Managers
- Update of CRM system
- Identify inefficiencies in processes
- Contribute to ad hoc projects aimed at streamlining processes
Requirements:
- B. Comm/B Bus Sci or other similar degree
- 3 - 5 years investment management industry experience, preferably in a role with exposure to institutional client operations within asset management
- Client relationship management experience in the investment management industry
- Financial market knowledge (instruments and products)
- Financial accounting experience
- Advanced MS Excel
Attributions:
- A strong belief in doing the right thing
- Intellectual curiosity
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
Rory Mackie & Associates
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