.. efficiency •Focus on future direction of the contract, to include implementation of continuous improvement initiatives that strengthen the customer relationship to enable the success of future longevity of the contract •Ensure a best practice framework is in place for the delivery of the contract .. read more
Our client is a leading global investment management business with a strong track record, locally and globally.
Responsibilities:
- Ensure prompt and accurate cash flow and transaction management of client flow instructions
- Ensure effective query management and resolution
- Ensure daily control procedures and deadlines are adhered to
- Liaise with various business areas including Client Operations, Implementation, Investment Operations, Client Managers, Portfolio Managers, Performance Attribution
- Effectively liaise with back-office administrator
- Adhere to Mandate & FICA restrictions
- Contribute to ad hoc projects aimed at streamlining processes
Requirements:
- B. Comm/B. Bus Sci or other similar degree or qualifications (preferable)
- Client relationship management experience in the investment management industry or 2-3 years back office experience within the investment management industry, preferably in a role that required client interaction
- Financial market knowledge (instruments and products)
- Understanding of an Order Management System (OMS)
- Excel (Intermediate)
Personal Attributes:
- The ability to ‘approach and own’ and continuously look for opportunities to develop
- Ability to analyse, interpret and assimilate information
- A client focused and collaborative approach
- Intellectual curiosity
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