Operational Client Investment - Senior Administrator | Centurion

Recruiter:

The Recruitment Council

Job Ref:

Operational Client I..

Date posted:

Friday, September 16, 2022

Location:

Johannesburg, South Africa

Salary:

Yearly Salary

SUMMARY:
Operational Client Investment - Senior Administrator | Centurion

JOB DESCRIPTION:

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

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

Similar jobs you might be interested in:

Business Analyst / Investment Reporting Specialist (CH1010)
Location: Pretoria
Salary:
2 days ago

KYC / AML Onboarding Consultant
Location: Johannesburg
Salary:
4 days ago

Network Infrastructure Specialist
Location: Johannesburg
Salary: Market related
Ensure the robustness and continuous availability of all IM (Commercial, OT, and Business)
9 days ago

Head of Marketing and Activation
Location: Johannesburg
Salary: Monthly
Our client in the Financial Services industry is currently looking to employ an experienced and astute Head of Marketing and Activation based in Johannesburg.A bachelor’s degree, or higher, in financial / business / commerce or Marketing secures!A wonderful career opportunity awaits you.
12 days ago

Technical Programme Manager - Contract
Location: Rosebank
Salary: R850 - 950 per hour
Technical Program Manager - Contract
16 days ago

Technical Program Manager - Contract
Location: Rosebank
Salary: R850 - 950 per hour
Technical Program Manager - Contract
17 days ago

Claims Approvals Administrator
Location: Johannesburg
Salary:
1 day ago

Cost and Management Accountant
Location: Johannesburg
Salary: 650 000 Annually
Are you experienced in conducting detailed cost analyses for projects to identify cost-saving opportunities? Are you familiar with preparing and managing budgets and forecasts in a corporate setting? Are you proficient in using cost accounting principles and methodologies to track expenses and identify cost drivers? Are you able to prepare accurate financial reports, including profit and loss stat...
2 days ago

Business Support Internship
Location: Johannesburg
Salary: Stipend Monthly
We are looking for a dynamic and motivated Business Support Intern to join our client’s team based in Boksburg. The successful candidate will assist the business support team with a variety of administrative and operational tasks. This role is designed for a proactive and detail-oriented individual who is eager to grow in a fast-paced business environment.
2 days ago

General Manager (Insurance)
Location: Johannesburg
Salary: 1 200 000 Annually
Our client, a leader throughout Africa in the trade credit insurance industry has an opportunity available for a General Manager to join their team based in Roodepoort and manage the division for a new product that offers Top-up cover and Gap cover as complementary Trade Credit Insurance products. We are looking for someone who has strong experience in a leadership role in the insurance indus...
2 days ago

Operational Client Investment - Senior Administrator | Centurion

Similar jobs you might be interested in:

Create a free job alert for Operational Client Investment - Senior Administrator | Centurion in Johannesburg

Jobseekers

Recruiter

General