Client Service and Operations Manager

Recruiter:

Rory Mackie & Associates

Job Ref:

3140828997

Date posted:

Friday, March 18, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Our client was founded in 2001 as a specialist offshore investment advisory business. Our client focusses on offshore investments and family office services, for families with significant offshore wealth. They are based in Claremont, Cape Town and work with roughly 80 families and high net-worth individuals, equally split between Johannesburg and Cape Town.

Responsibilities:

Responsibility for client operations, administration and compliance
Administering client investment accounts, instituting compliance processes and monitoring, and liaising with clients and FSPs
Providing excellent client service, in line with company and regulatory requirements
Effectively managing your workload and responding to requests and tasks in a timely and professional manner
Working closely with the wealth manager and investment analyst to deliver reviews, valuations, and recommendations to the clients

Requirements:

CFP or CFP Candidate (i.e., partially completed) or completed RE5 Compliance exam
Comm at Post Graduate level with either a major or sub-major in one or more of the following:
- Commercial Law
- Compliance
- Risk Management
- Investment Management
- Financial Planning
- Strategic Management
- Business Management
At least two years’ work experience, preferably in a Financial Service/Wealth Management environment or related services industry
Strong interest/experience in IT systems

Character and Attributes:

Mature and self-assured
An excellent communicator, written and verbal
Pays attention to detail
A genuine interest in people’s savings and investments
Passionate about delivering excellent service
Persistence and tenacity in getting a task completed
Problem solver
Quick learner
Business aptitude and a desire to get the bigger picture as well
Self -motivated

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

Similar jobs you might be interested in:

Client Service Consultant
Location: Cape Town
Salary: 35000 Monthly
Our client, an active global Asset Management organisation, is seeking a client service Consultant to join their team.The company's distinctive capabilities sit within differentiated fixed income and credit, as well as specialist equities, and they have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.
11 days ago

Client Service Administrator
Location: Cape Town
Salary:
Our client in the Northern Suburbs is looking for a client services Administrator to join their team. This role requires someone that pays attention to detail and is customer focused.
9 days ago

Admin Assistant (9 Month Temporary Contract)
Location: Wellington
Salary:
2 days ago

Service Manager - CBD/ Southern Suburbs
Location: Cape Town
Salary: R35 000
An Industry Leading Health and Hygiene company are looking for a hard-working service manager to join their team.On-site | Permanent | R35 000 pm to R40 000 pm | Ndabeni
3 days ago

Regional Pest Control Service Manager - Cape Town
Location: Cape Town
Salary: R25 000
An Industry Leading Health and Hygiene company are looking for an experienced Regional Pest Control service manager to join their team.On-site | Permanent | R25 000 pm to R30 000 pm | Cape Town
3 days ago

Management Accountant/ Practice Manager
Location: Cape Town
Salary: 400 000
We are looking for a hands-on, experienced Management Accountant / Practice manager to join a well-established accounting practice. This is a broad, involved role that offers the opportunity to take ownership of both client deliverables and internal practice management.The ideal candidate will have solid practice experience, strong knowledge of annual financial statements, management accounting, a...
3 days ago

Branch Manager
Location: Cape Town
Salary: 20000 Monthly
The Branch operations manager holds overall responsibility for the efficient functioning, operational performance, and strategic oversight of the depot. This includes leadership and coordination across all departments such as Groupages, Exports, Detentions, Transport, Third Party services, and the Bondstore. The role requires a strong operational leader with a hands-on approach to managing people,...
3 days ago

FINANCE MANAGER (Private Credit: Finance and Fund Administration) - Cape Town, Western Province
Location: Claremont
Salary: Market related
Our client, an innovative Global Investment firm is currently recruiting for a Finance manager to ov
3 days ago

Established Financial Advisor â Risk or AUM Focus
Location: Cape Town
Salary: Monthly
Our client, an accredited Old Mutual Franchise, is looking to employ Financial Advisors to their team, to provide financial advice, recommendations, plans and solutions to their clients.This role offers flexible work options: office-based, hybrid, or fully remote.
3 days ago

Financial Advisor
Location: Cape Town
Salary: Monthly
Our client, an accredited Old Mutual Franchise, is looking to employ Financial Advisors to their team, to provide financial advice, recommendations, plans and solutions to their clients.This role offers flexible work options: office-based, hybrid, or fully remote.
3 days ago

Client Service and Operations Manager

Similar jobs you might be interested in:

Create a free job alert for Client Service and Operations Manager in Cape Town

Jobseekers

Recruiter

General