Institutional Client Service Officer
- Cape Town, Western Cape
- Permanent
- Full-time
- Portfolio cash flow and transaction implementation
- Maintain an in-depth knowledge of client and products invested by client
- Assist with the preparation of presentations for client report backs
- Liaison with clients (new clients, portfolio restructures and query management)
- Managing client queries and day-to-day problem solving
- Comprehensive support to the Account Executives to successfully service the client.
- Building relationships with internal and external clients and suppliers
- B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
- 1-2 years’ experience within a similar role, in an asset management environment.