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POSITION

Client Relationship Manager 

LOCATION

Claremont /Cape Town

SALARY

Market-related

SUMMARY

Our client an innovative leader in Asset Management is currently looking to employ an Institutional CRM. In this role, you will work closely with the Investment and Administration Teams to manage, monitor, and maintain client portfolios and service the client reporting and queries arm of the business. You will have the advantage of touching every division in the business. You must have experience in investment administration, a keen interest in investments as well as people management exposure to succeed in this role.

RESPONSIBILITIES

  • Reporting Daily, Monthly, Quarterly & Regulatory
  • Query resolution
  • Monitor daily cash balances, and ensure the necessary actions are taken and perform daily cash management
  • Manage client onboarding process
  • Manage client take-off process
  • FICA Processing
  • Calculating Total Investments
  • Ensure all client information is up to date on the CRM system
  • Assist with projects and business initiatives
  • Updating procedures and improving efficiencies 

 MINIMUM REQUIREMENTS 

  • Degree in Finance/ Business Science
  • 5 Years’ experience in investment administration or client relationship management
  • Advanced Excel knowledge is a prerequisite

APPLICATION

Applications can be sent to Kim.eksteen@dav.co.za

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