Operational Client Investment - Senior Administrator | Centurion

Purpose:
Provide support to all client facing staff for their client interactions. Diary management and client query workflow management and
query resolution. Developing relationships with, and supporting delivery to consultants. Distributing client communications to internal and external clients. Fully understand Microsoft CRM system to support management information reporting, tracking and monitoring of staff and client activities.

- FAIS documentation sent out for each scheduled client presentation.
- Provide consist client servicing levels which are measured by turnaround times, quality and speed of email replies to e-mails and phone calls.
- Effective communication to client facing team and clients to manage expectations on deliverables.
- Ensure you are always accessible to client facing team.
- Diary management for all client facing staff, including for investment report backs, advisory meetings and retail roundtable meetings
- Workflow management of the retail query inbox, including responding to and distributing queries to the relevant areas of the investments business for resolution and providing the responses to the sales team
- Offer insights on interactions with fund consultants and clients, with a view to managing risks to the business

- Allocation of presenters according to client request and resourcing / availability, referring
to CRM to confirm who the allocated account exec is
- Scheduling of client meetings

Track and monitor all consultant and client communications using Silverpop / Analytics systems and provide feedback to relevant business units, for example:
- Daily market match (Institutional and Retail)
- Market solutions
- Portfolio returns
- Consultant bulletins
- Inflation summary
- Monthly market oversight
- Fund fact sheets
- Monthly asset class returns