Client Relationship Manager
Golden Rule
Cape Town
2d ago

The Role

Duties include but are not limited to :

Manage bilateral engagement and communication on strategy, initiatives and change

Manage the client service team and ensure SLAs are adhered to and client service quality is maintained

Effective management of queries, issues and client requests

Effective negotiation, maintenance and management of Service Level Agreements and Key Performance Indicators

Client monthly report back and management of the governance meetings (including the KPI and trends)

Regular client interaction to build stronger relationships, ensure service levels are maintained and identify areas where My Client can offer a more valued service

Third-party fund administration requires expertise. My Client is a specialist services partner. We administer South African Investment Managers’ domestic & foreign securities and perform a host of tailored administration functions.

We are a proudly South African investment administration services business, providing investment management solutions to leading investment providers for more than a decade.

We aim to remain the #1 Investment Administration partner of choice in South Africa.

Facilitate portfolio transitions i.e. take-on’s and disinvestments

Facilitate change team with change control items

Provide input and assist clients with new products and projects that impact on My Clients Service delivery

Effective people management.

Effective Risk management

Skills and Experience

Relevant experience in a client facing (servicing) role- minimum of 3 years

Sound understanding of investment management industry and financial instruments, both domestic and international

Relevant Accounting or Financial degree or diploma; or recognized industry subject matter expert

High level legal and regulatory knowledge applicable to the investment management industry would be a benefit

Ability to foster good relationships internally and externally to enable collaboration

Strong communication skills, ability to have constructive difficult discussions

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