| Date | 2024-11-27 |
|---|---|
| Job Title | Client Relationship Manager |
| Employer | Ultra Personnel More Information |
| Salary | 0 |
| Category | Insurance And Investments |
| Location |
Kwazulu Natal / Durban |
Job Summary
Qualifications and Experience
Minimum of 5 years in the financial services industry is required
Relevant tertiary education or courses
Purpose of the Role
The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s).
The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Portfolio Manager(s), developing client relationships and ensuring that we always provide a positive professional experience.
Portfolio Management Administration
Deals with Portfolio Manager(s) client instructions timeously
Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s)
Performs all mandate completion and client onboarding steps with central operations team
Uses knowledge of products/process to ensure end to end finalization of client instructions or queries
Develops good verbal and written interaction with Advisor offices and central operations
Assists Portfolio Manager(s) with client reviews
Client Services
Implementation of the client services experience, as defined by the Head of Operations
Works with the central operations team for the implementation of administrative processes and controls in the office (including all transactions, queries, reporting etc.)
Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s)
Adhere to the culture and principles of Treating Customer Fairly
Operational Support (administrative support)
Capturing and preparing of client records and uploading of related documents on relevant client management tool i.e. xPlan
Ongoing maintenance of client data on client management tool to ensure data integrity
Capturing, fulfilling, and preparing client file(s) ensuring all compliance paperwork is present and confirm client risk profile
Prepare client briefs for the Portfolio Managers client appointments, identifying suitable client needs and liaising with central operations as required
Schedule tasks on xPlan for reviews in line with agreed client engagement terms
Preparation of all review packs / documents for Portfolio Manager(s) to engage with client(s) as agreed per terms of engagement This includes the preparation of all profiles, meeting notes, valuations, mandate agreements with supporting marketing & application materials
Preparation and distribution of client welcome packs
Co-ordinate case specific enquiries with internal/external product and service providers
Ensure proper record keeping in line with business rules and where relevant, legislative requirements
Marketing Support
Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
Assisting Portfolio Managers at client events when relevant
Act as a second point of contact for clients thus strengthening client relationships
Office Management
Support the Portfolio Manager(s) with general office management tasks including reception, facilities, diary management, stationery, marketing material etc.
Attend to all technology issues experienced by the Portfolio Manager(s) and facilitate the solution with IT support team
Support Portfolio Manager in effective client diary management and meeting preparation
Knowledge
Of the Financial Services Industry
Understanding of FAIS and FICA legislation
An understanding of:
Share portfolio account opening processes (including documentation required and the loading of the account)
Portfolio transfer
Dividend receipts and payouts
Corporate actions
Client statement preparation and distribution
Competencies
Computer skills: Microsoft Office (Excel, Work, Outlook and PowerPoint essential)
Experience with Xplan; DMA; Marble; OPUS is an advantage
Good verbal and written communications skills
High energy individual who is customer centric and relationship orientated
Methodical, accurate and have meticulous attention to detail
Self-motivated work ethic
Organizational skills, ability to prioritize, plan and manage projects
Ability to collaborate with others
Critical thinking: ability to strategize, research and interpret
Strong analytical, math and research skills
Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients
Teamwork: be a reliable and productive member of the team
Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required
Time management: ability to manage time and tasks to ensure deadlines are met
Assertiveness
Proactive & resourceful
Resilient under pressure
Ability to multi-task
Maintains confidentiality
Client Relationship Manager position available in Kwazulu-Natal, Durban. This job position was posted by Ultra Personnel. The job has been posted as a char8000 ad on 2024-11-27 at 01:06:56 in the Insurance And Investments category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Steenberg: Client Relationship Manager | Steenberg
As part of the business development team, the Client Relationship Manager will provide comprehensive support to the CEO and the business development function. This role is centered on managing client relationships, coordinating service delivery, and facili
View Job
Client Relationship Manager | Steenberg
Steenberg: Client Relationship Manager | Steenberg
In this role, you will play a key part in managing and enhancing client relationships while overseeing outsourced fund administration services. A passion for client service and a strong understanding of retail client relationship management and fund admini
View Job
Client Relationship Manager | Steenberg
Durban: Client Relationship Manager
Qualifications and Experience Minimum of 5 years in the financial services industry is required Relevant tertiary education or courses Purpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio M
View Job
Client Relationship Manager
Durban: Client Relationship Manager Â?? Ballito Or Mount Edgecombe
Requirements: Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint. Familiar with Xplan, DMA, Marble, and OPUS is an advantage. Experience in the financial services industry preferred. Relevant tertiary education or courses complet
View Job
Client Relationship Manager Â?? Ballito Or Mount Edgecombe
Durban: Client Relationship Manager – Ballito
Responsibilities: Portfolio management administration Supporting the portfolio managers with general office management tasks (diary management, marketing material etc.) Implementation of the client services experience and acting as the point of contact for
View Job
Client Relationship Manager – Ballito
South Africa: Client Relationship Specialist posted by Pronel Consultants
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities: Attending to all existing client queries and requests timeously and professionally th
View Job
Client Relationship Specialist
South Africa: Client Relationship Officer posted by Pronel Consultants
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients fo
View Job
Client Relationship Officer
Pretoria: Client Relationship Manager posted by AtripleA recruitment & temps
Our client in the Digital printing industry has an opening for a Client Relationship Manager in their call Centre.Job Specification:Management of a 5- seat call centre, setting of goals, staff training and motivation.Implementing new policies and protocols
View Job
Client Relationship Manager
Pretoria: Client Relationship Manager (Call Center) posted by AtripleA recruitment & temps
Client Relationship Manager (Call Center)Location: PretoriaSalary: R 18 000.00 to R 22 000 p.mOur client in the Digital printing industry has an opening for a Client Relationship Manager in their call Centre.Job Specification:Management of a 5- seat call c
View Job
Client Relationship Manager (Call Center)
Durban: Client Relationship Manager €“ Ballito Or Mount Edgecombe posted by Headhunters
Requirements: Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint.Familiar with Xplan, DMA, Marble, and OPUS is an advantage.Experience in the financial services industry preferred.Relevant tertiary education or courses completed.
View Job
Client Relationship Manager €“ Ballito Or Mount Edgecombe
Durban: Client Relationship Manager posted by Ultra Personnel
Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manag
View Job
Client Relationship Manager
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
