Junior Client Relationship Manager at Sygnia Asset Management

Job description

ROLE DESCRIPTION

We are looking for an exceptional individual to join our team Retail Investment Administration Team in the capacity of Client Relationship Manager.

DUTIES AND DAILY RESPONSIBILITIES

• Provide information to clients on products and funds available on the Retail Platform
• Train and support IFA’s and Direct Clients on Procedures, Quotes systems Portal sites and completion of application forms and supporting documents pertaining to FICA and FAIS
• Provide feedback in the format requested by the client or advisor within the turnaround times according to the timing set out
• Attend to and refer all escalated queries to the departments responsible and follow up on feedback
• Maintain a good internal department relationship to ensure that you get the maximum support collaboration
• Report any product or special needs that the advisor may have to the Sales Team
• Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients
• Send monthly reports and progress reports to advisors when requested
• Maintain a healthy team spirit by assisting peers where needed.

ROLE QUALIFICATIONS AND EXPERIENCE

• BCom or equivalent undergraduate degree / diploma is preferable,
• At least 1-2 years’ experience in Client Servicing
• Experience in the Linked Investment Service Provider (LISP) environment administration is preferable;

Experience in the following Financial Services industries is an advantage:

• LISP
• Collective Investment Schemes
• Retirement Funds
• Linked Life Companies
• Exchange Traded Funds (ETFs)
• Advanced Excel skills

COMPETENCIES REQUIRED

• Strong organisational skills – a passion for getting things done quickly and correctly.
• Ability to work both within a team and individually.
• Be a self-starter and must be proactive in taking ownership for their own learning and career development
• Be discreet, professional and well-spoken.
• Ability to manage multiple projects while prioritizing work assignments.

Closing Date: 12h00 Sunday, 14 May 2017

Should you not hear from us within 14 days after submitting your application, please do accept your application as unsuccessful