Client Liaison Officer

SUMMARY:
Our client offers a plethora of financial and fiduciary services to a diversified client base, including Financial Institutions, Private Equity firms, Real Estate multinationals, Investment Managers and High-Net Worth Individuals. They are looking for a Client Liaison Officer to join their team.

POSITION INFO:
Job Title: Client Liaison Officer
Location:  Sandton
Salary: R25 000 - R35 000
Closing date: End July 2024

 
Duties and responsibilities:

Main Activities:
- Attend Meetings, Make Notes and assist with follow up on actions;
- Assist in Preparation of documents;
- Assisting with Follow ups clients, Service providers and teams;
- Maintaining relationships with clients.
More Practically:
Client meetings:
- Coordinate meetings;
- Attendance of Client Meetings, taking notes and identifying actions to be dealt with;
- Liaising with teams to action on relevant action points and follow up to ensure actions get finalized;
- Chasing for feedback to ensure timely resolution of activities.
Existing clients:
- Assist in reviewing, drafting and documenting client requirements (eg Letter of wishes or initial transactional documents).
- Meeting with clients to understand restructuring/transactions they are engaged with and follow up with the teams to action on action plans;
- Reconciliation of client understanding and structure as well as accounts and information;
New Structures:
- Attending meetings to understand what clients want to achieve;
- Assistance in sending out proposals with relevant documents and details;
- Assistance in Following up on proposals and meetings;
- Assist in liaising with clients regarding requirements for the structures, KYC and queries where relevant;
- Coordinating and collection of bank documents and information for new accounts or changes;
Business Development and Research:
- Work with the team in SA to do research on contacts for business development.
- Stay abreast of changes in South Africa.
SA Companies:
- Liaise with Service providers and clients for management of SA companies for clients.
- Further detail to be build up as we progress matters

Non- negotiable qualifications and experience required:

1. Finalised Accounting or legal degree
2. Completed relevant articles

 
By submitting your information and application you hereby confirm:
1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.