Job title : Client Operations Analyst (Cape Town)
Job Location : Western Cape, Cape Town
Deadline : November 21, 2024
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In this role you will:
- 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
You should consider applying if you have:
- B Comm / B Bus Sci or other similar degree
- 3 – 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
- Client relationship management experience in the investment management industry
- Financial market knowledge (instruments and products)
- Financial accounting experience
Some of the attributes we look for in a person are:
- A strong belief in doing the right thing
- Intellectual curiosity
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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