Client Service Analyst – Accounting and Finance
Initiate International
Johannesburg
33d ago

A leading investment firm have a great job opportunity for a Client Service Analyst to join their team in Johannesburg .

The Client Service Analyst will manage consultant relationships with a focus on cultivating new business and expanding existing client relationships

Your key job responsibilities as the Client Service Analyst in Johannesburg will include :

  • Collaborate with Investment Product & Strategies and the Client and Prospect
  • Communications team to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant requests for information and data
  • Work with Consultant Relations Managers, Investment Product & Strategies Managers and Publishing & Creative Services to generate presentation materials, briefing books and collateral materials required for meetings with consultants
  • Leverage the firm’s systems infrastructure to generate reports and analyses necessary to support our consultant relations effort
  • Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
  • As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
  • Coordinate webinars and special events for consultants
  • Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
  • Requirements for this Client Service Analyst job in Johannesburg :

  • Must have strong analytical and communication skills
  • A minimum of 3-5 years of experience in the investment industry
  • Must demonstrate the maturity and confidence to work with mid-level and senior management when required
  • Progression towards the CFA or a Master’s Degree is preferable
  • Must be fully computer literate
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