Client Relationship Manager - Ballito / Mount Edgecombe

Apply before Dec 29 2024 | 59 Days left

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Vacancy Details

Employer: Catch

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.

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

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.

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.

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.

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

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

The individual puts the needs of clients first and to take ownership of the goal to always strive to make a difference in our clients’ lives and can facilitate and assist Portfolio Manager(s).

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