Investment Client Services Administrator
The Talent Experts · Rondebosch
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Investment Client Services Administrator
Newlands, Cape Town
Market related
Not every client service role puts you at the heart of a high-performing investment environment. This one does.
Is this you?
You take pride in delivering exceptional client service and understand that accuracy, professionalism and responsiveness make all the difference. Naturally organised and detail-focused, you communicate confidently with clients, build trust easily and enjoy taking ownership of your work from start to finish. Integrity, discretion and a proactive approach come naturally, and you thrive in a structured environment where your contribution truly matters.
What you’ll be doing (and why you’ll enjoy it)
You’ll play a key role supporting an experienced investment team by ensuring client administration runs seamlessly. From onboarding new retail clients and managing investment paperwork to maintaining client records, preparing investment reports and responding to client queries, you’ll be the person who keeps everything on track. You’ll also ensure regulatory compliance through KYC and FICA processes while providing general administrative support including Section 14 and 37 transfers. You’ll enjoy this role because no two days are the same, your work directly enhances the client experience and you’ll become a trusted part of a small professional, collaborative team.
Where you’ll be doing it
Join a respected local investment management firm with an established reputation for delivering outstanding results and exceptional client service. Working with high-net-worth individuals, the business has built a culture centred around professionalism, integrity, collaboration and long-term relationships, offering a stable environment where quality and excellence are valued.
What you’ll need
Matric is essential, together with at least 3 years’ experience within financial services administration, specifically asset management, retirement funds or unit trusts. Strong Microsoft Office and Excel skills are required, along with excellent verbal and written communication, exceptional attention to detail and the ability to manage confidential information professionally.
What you’ll get
Along with a competitive salary, you’ll enjoy the opportunity to join a respected financial services business where your skills will be valued, your professional development supported and your contribution recognised within a stable, high-performing team. You will have the option to work hybrid after your probation period.
How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, 021 035 1433 or send your CV to c.dupreez (at) thetalentexperts.co.za - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.