Client Service Executive - Sandton
- Gauteng
- Permanent
- Full-time
- Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.
- Support requests and relationships with some of the largest custodian banks across Europe.
- Keep abreast of new products and legislation changes to optimize client submissions.
- Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.
- Develop a strong knowledge of the recovery service in order to service clients successfully and answer technical client queries.
- Ensure that all value for client is reclaimed within deadlines, and all documents are received timeously from clients and custodian banks.
- Work closely with Senior Account Managers and Head of Client Service to develop and accomplish goals and strategic plans set out for clients.
- Manage and consolidate any queries that may arise from various foreign tax offices.
- Meet or exceed submission targets as set out by company management.
- Resolve customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with customers and internal stakeholders.
- Support in client, custodian bank and tax office requests.
- Track processes in an organized and efficient manner and to ensure that all value for a client is reclaimed timeously.
- Provide additional support with claim submissions and other ad hoc projects.
- Support with new client onboarding.
- Support with quality checking claims as needed.
- Tertiary education in commerce or law field - for example, Finance, Economics, BCom Law, or other BCom degree
- Strong interpersonal and communication skills
- Fast learner
- Confident and strong ability to build rapport with others
- Persistence and problem-solving ability
- Strategic and analytical thinker
- A keen eye for detail and good administration skills
- Able to cope with deadlines and pressure
- A valid South African passport or work permit and all relevant documents
- Good command of the English language
- Not required, but a bonus if able to speak additional European languages (e.g. French, Italian, Spanish, German)