Client Relationship Manager
Location: Cape Town, South Africa
Department: Operations
Start Date: As soon as possible
Closing date: Friday, 12 April 2024
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Core Functions
- To Provide full support to a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process
Details of Functions
- Full responsibility for the case preparation, to sign off internally and submission to Providers
- Actively follow up on business pipeline through to issued business
- Responsible for managing, reporting, and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business
- Full support of a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process
- Proactively following up on internal case compliance requirements to facilitate and speed up case sign off
- Drafting and sending correspondence to clients and external Providers
- Resolving ad hoc client queries and internal administration requests, as these arise
- Liaising with Private Wealth Managers and trust companies to ensure the accuracy of documentation and tracking of dealing instructions (execution and issued
- Liaising with bond companies to ensure that all requirements are processed as per due dates
- Update an internal CRM System and always (actions done and forecasting changes)
- Ensure that all issued business is recorded timeously and assist accounts on Ad hoc inquiries
- Providing clients with Concierge login Details, Maintaining the client files, and updating the CRM system with any changes to the client’s information.
Qualifications, Experience and Skills
- Essential Qualification: Senior Certificate/Matric, post Matric advantageous
- 3 – 5 years working experience
- Prior work experience in client servicing or clear evidence of strong administration skills and handling multiple workflows
- Preferred qualifications include RE1, RE5, or any other qualifications associated with wealth management
- Computer literacy (MS Word, Excel, Outlook – intermediate)
- Excellent communication skills (verbal and written)
- Excellent judgement, interpersonal, and decision-making skills
Personal Attributes
- Solutions oriented
- High level of professionalism and confidentiality
- Self-managed
- Able to thrive in a high pressure, fast paced environment
- An unquestionable work ethic
- Excellent judgement, interpersonal and decision-making skills