Client Service And Operations Manager


Any Distance 5 km 10 km 20 km 30 km 40 km km + km Any more Other Finance/Accounting Cape Town client service and operations manager Any Any Clear All Filters Similar Jobs1Other Finance/Accountingjobs inCape Townon Job MailNo more jobs available matching your search.Finance/Accounting - Other Finance/Accounting Our client was founded in 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 complianceAdministering client investment accounts, instituting compliance processes and monitoring, and liaising with clients and FSPsProviding excellent client service, in line with company and regulatory requirementsEffectively managing your workload and responding to requests and tasks in a timely and professional mannerWorking closely with the wealth manager and investment analyst to deliver reviews, valuations, and recommendations to the clientsRequirements:CFP or CFP Candidate (i.e., partially completed) or completed RE5 Compliance examComm at Post Graduate level with either a major or sub-major in one or more of the following:Commercial LawComplianceRisk ManagementInvestment ManagementFinancial PlanningStrategic ManagementBusiness ManagementAt least two years work experience, preferably in a Financial Service/Wealth Management environment or related services industryStrong interest/experience in IT systemsCharacter and Attributes:Mature and self-assuredPays attention to detailA genuine interest in peoples savings and investmentsPassionate about delivering excellent servicePersistence and tenacity in getting a task completedQuick learnerBusiness aptitude and a desire to get the bigger picture as wellYou have successfully created your alert.You will receive an email when a new job matching your criteria is posted.Your account has not been verified. Please use the verification link sent via email.
Posted
05/05/2022
Location
Cape Town, WC, ZA