Client Service Specialist
Client Service Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private wealth management sector. The ideal candidate will have a strong understanding of financial regulations (FSCA) exceptional communication skills and a proactive approach to problemsolving. This is a great opportunity to take ownership of the client service function and play a vital role in the companys growth.
Key Responsibilities:
Client Relations:
- Be the primary contact for client inquiries.
- Build and maintain strong client relationships through proactive communication and exceptional service.
- Address client requests promptly ensuring high satisfaction and adherence to Service Level Agreements.
Regulatory Compliance:
- Ensure all client interactions comply with FSCA regulations and internal policies.
- Stay updated on regulatory changes and communicate implications.
- Maintain compliance documentation and records.
- Monthly reporting to auditors.
Operational Support:
- Coordinate with internal teams to resolve client issues and inquiries.
- Facilitate the onboarding of new clients ensuring compliance with regulatory requirements.
- Monitor client accounts for suspicious activities or compliance breaches.
- Manage invoices and prepare monthly AUM and fee reports.
- Handle general office administrative tasks.
Continuous Improvement:
- Identify opportunities to streamline processes and enhance the client service experience.
- Participate in training and development programs.
- Contribute to team initiatives aimed at improving service delivery and operational efficiency.
Qualifications/Skillset:
- Essential: Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees
- Preferred: RE1 certification
- Experience: Minimum of 5 years in client service or relationship management within the asset and private wealth management industry with regulatory compliance knowledge.
- Strong knowledge of FSCA regulations.
- Excellent verbal and written communication skills.
- Ability to manage multiple tasks and prioritize effectively.
- Detailoriented with strong analytical and problemsolving skills.
- Proficiency in MS Office and CRM software.
- Experience working with highnetworth clients or institutional investors.
Benefits:
- Competitive salary and bonus.
- Professional development opportunities.
- Dynamic and collaborative work environment with career advancement opportunities.
Ready to join a dynamic team Apply now!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
