Institutional Client Service Officer

• 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.

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