Cape Town: Client Onboarding and Change Analyst (12-month contract) posted by Rory Mackie & Associates
Posted on 2025-06-20 00:00:00
| Employer | Rory Mackie & Associates |
|---|---|
| Category | Other Management |
| Location | Western Cape / Cape Town |
Job Summary
About our Client Onboarding and Change Team:
The Client Onboarding & Change team is a team responsible for reviewing RFPs, IMAs, SLAs and
other legal documents to ensure we can meet the reporting obligations of the onboarding client.
We are also responsible for ensuring that the relevant reporting is developed timely and ensure the
wider Client Operations teams are aware of the reporting obligations to the clients on an ongoing
basis.
As a Client Onboarding and Change Analyst you will work closely with various stakeholders with
regards to internal business projects and new client reporting requests as well as supporting the
onboarding and termination of clients. The Analyst will work closely with the internal stakeholders to
ensure accurate and timely delivery of document reviews and reporting deliverables. The role
requires supporting the Global Client Operations teams with reporting automation and other
obligations from the wider Reporting and Data team. Additionally, the Analyst will work closely with the strategic client relationship team in the servicing of prospect clients during the onboarding period, as well as providing administrative support
Responsibilities:
- Review reporting schedules within IMAs, RFPs and other legal documents ensuring appropriate confidentiality is maintained; necessary approvals are in place, deadlines and reporting can be met
- Ensure the client transition processes (onboarding, termination and switches) are managed effectively for all client types (advisory and institutional) globally
- Liaise with our back-office administrator on Change Management Requests
- Have an in-depth knowledge of client reporting and understanding the purpose and functionality of various reports, including differences in format, regional differences, regulatory requirements and static data content, to effectively analyse reporting requests and respond with the appropriate business policy
- Progress and contribute to efficiency projects to facilitate automation in operational processes, with the aim of servicing internal clients and meeting team objectives in a more stream-lined and operationally efficient manner
- Maintenance of the CRM system and ensure that it is updated timely and accurately as per client records
- Proactively maintain daily, effective communication with team colleagues globally in other offices, such as London
Requirements:
- A relevant tertiary degree
- 2 years+ Industry/Operations (Institutional) experience
- Financial market knowledge (instruments and products)
- An interest in investment management and client services
- Excellent written and verbal skills
- System skills such as MS Excel
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- The ability to approach and own and continuously looks for opportunities to develop
- A client focused and collaborative approach
- Organised and priority driven, whilst working well under pressure
- ? Exceptionally high standards of work and attention to detail and accuracy
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