Investment Client Service Officer | Constantia
Are you a highly organised and client-focused professional with a passion for wealth management? Our client is seeking an Investment Client Service Officer to join a dynamic team and play a key role in servicing and growing a book of private clients. This is a fantastic opportunity to build lasting relationships, support a high-performing team, and help clients achieve their financial goals.
Responsibilities:
- Provide first-class service to existing private clients, addressing their queries and requests in a timely and professional manner.
- Help grow the business by following up on qualified leads and scheduling appointments for Wealth Specialists.
- Support Wealth Specialists by preparing necessary paperwork and ensuring all deal packs and applications are complete and compliant.
- Manage and track all leads, ensuring timely follow-ups.
- Utilize and maintain the company's CRM package to manage client information.
- Ensure all new business and administrative tasks are compliant with industry regulations.
- A three-year tertiary degree in a finance or commerce-related field.
- 3-5 years of experience in financial services, with experience in investments, sales, and financial planning.
- A solid understanding of investment and fiduciary services.
- A valid driver's license.
- Strong computer literacy and a tech-savvy mindset.trc
