Retail Operations Consultant

Our client is one of South Africas leading privately-owned investment management firms recognised for its long-term approach to investing and unwavering commitment to exceptional client service. They provide a comprehensive range of investment solutions to individual and institutional clients supported by a collaborative culture that values integrity continuous learning and professional growth.

They are seeking a motivated and client-focusedRetail Operations Consultantto join their Retail Operations team in Cape Town. This role is responsible for processing client investment transactions supporting independent financial advisers and ensuring a consistently high standard of service across all client interactions. The successful candidate will thrive in a fast-paced environment demonstrate exceptional attention to detail and enjoy building trusted relationships with clients and colleagues alike.

Responsibilities:

Client Administration & Transaction Processing

Accurately process new and existing investment instructions within required service standards.
Process new business applications account openings additional investments withdrawals and account amendments.
Review incoming instructions for accuracy and completeness before processing.
Monitor and follow up on pending transactions to ensure timely completion.
Ensure all transactions comply with internal procedures and regulatory requirements.

Client Service

Deliver exceptional service to clients and independent financial advisers via telephone and email.
Respond to client queries professionally accurately and within agreed turnaround times.
Build and maintain strong client and adviser relationships through responsive and solution-focused communication.
Escalate complex queries where appropriate while maintaining ownership of the client experience.

Administration & Record Management

Maintain accurate records of all client interactions and transaction activities on internal systems.
Ensure all documentation is complete compliant and correctly filed.
Support data integrity and contribute to efficient operational processes.

Team Support & Continuous Improvement

Collaborate effectively with team members and the Team Leader to achieve operational objectives.
Assist colleagues with workflow management and technical queries where required.
Develop and maintain knowledge of investment products processes and applicable legislation.
Contribute to ongoing process improvements and operational excellence.

Requirements:

Relevant Business Degree and/or job related experience.
Previous experience within financial services investments or client administration will be advantageous.
Knowledge of the Life Insurance industry (including Pension Funds) and/or Unit Trust industry will be advantageous.
Strong understanding of administrative processes and client service principles.
Intermediate proficiency in Microsoft Word and Excel.

Skills:

Exceptional attention to detail and accuracy.
Excellent organisational and time management skills.
Strong analytical and problem-solving abilities.
Outstanding verbal and written communication skills.
Client-focused with a commitment to delivering exceptional service.
Ability to manage multiple priorities in a fast-paced environment.
Self-motivated with the ability to work independently and collaboratively.
Adaptable resilient and able to perform well under pressure.
Professional dependable and committed to continuous learning.