Job title: Junior Client Associate
Job type: Permanent
Emp type: Full-time
Industry: Financial Services (Asset Man, Wealth & Other)
Expertise: Financial Services (Asset Man, Wealth & Other)
Salary type: Annual
Job published: 01-11-2019
Job ID: 34304
Contact name: Tamsyn O'Neill
Phone number: 0215554402
Contact email: tamsyn@trackingtalent.co.za

Job Description

Client Support Associate

 

A well-known Asset manager is currently recruiting a Client support Associate for their Institutional Business Team. The successful candidate will be responsible for providing unparalleled support and service to Institutional clients across the product range.

 

JOB SPECIFICATION

 

Job Description:

 

The role provides an opportunity to gain experience within the Institutional Business team and a detailed understanding of the relevant processes and responsibilities of the institutional business support function. It provides an opportunity for someone with limited experience in the asset management industry to be trained up to pursue a career within our global Institutional Business. The Institutional Business team is a high-performance team that is the client face (both on a client acquisition, client service and retention basis) for institutional clients of in both the South Africa and International markets. 

The Client Associates (CAs) play a significant support role within this team, which includes ensuring that we provide an unparalleled service to our institutional clients across our product range.

 

Main duties and responsibilities:

 

Take full responsibility for the tasks listed on the Universe of Tasks including but not limited to:

  • preparation of strategy fact sheets
  • database updates and reviews
  • investor reporting- internal reporting requirements
  • Take ownership of the input and maintenance of external client-related databases, both local and international.

 

These databases are the most critical interface to clients/consultants globally (of equal importance to performance) and hence need to be accurate and updated regularly.

Ensure that the SharePoint DDQ database of answers to questions from Client Surveys, Due Diligence Questionnaires, Tenders is always updated and maintained in a polished form

Execute ad hoc tasks relating to the support function with accuracy and professionalism as allocated by the Manager of Institutional Support or from any other staff member designated for this purpose.

Ensure the CRM system (Salesforce) is up to date and accurate and assist with data updates, meeting minutes, reports etc.

Assist with the completion of Client Surveys, Due Diligence Questionnaires, Tenders. This will involve assisting with, and in some instances being responsible for, the initial completion of these documents, to be reviewed by CAs and FMs.  The process includes sourcing information from various areas of the business, dealing with senior managers for input and ensuring all reviews are completed timeously.

Take responsibility for ad-hoc projects as assigned with the required diligence.

Assist the Cas and broader CIB team with general tasks and projects in the area, as and when required.

 

PERSON SPECIFICATION

 

Ideal experience:

 

  • 3 Years working experience in finance/asset management.
  • Database management and advanced Excel skills
  • Analytical/quantitative experience Ideal qualifications:
  • Commerce or related qualification –B Comm, B Bus Sci, CA (Numerical subjects