Specialist, Key Account Manager INN8- Grove Exchange at Liberty Group South Africa

Job Description

• To perform a client services role responsible for the day-to-day client and adviser management function in support of the INN8 Intermediary Servicing client facing team.
• The role provides technical, operational and administrative support to the Distribution Team on a professional and consistent basis. 

Qualifications

• Type of Qualification: Diploma
• Field of Study: Business Commerce, Finance and Accounting

Experience Required

• 3-4 years
• Experience in a client facing environment fulfilling client demand with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
• Experience in client service/ reporting
• 3-4 years
• The role requires financial/investment experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Documenting Facts
• Examining Information

Technical Competencies:

• Investment and Asset Management Processes & Procedures
• Client Knowledge
• Client Servicing
• Customer Reception and Channelling
• Customer Understanding