Investment Client Service Consultant

Investment Client Service Consultant
Kenilworth, Cape Town (hybrid)
Market-related

Join a fast-paced financial services team where precision meets client excellence!

Is this you?
You pride yourself on your meticulous attention to detail and your ability to stay calm and focused under pressure. You thrive in a structured, professional environment where delivering exceptional client service is non-negotiable. Whether communicating over email, phone, or video, your fluent and polished English sets the right tone. Your natural discipline and proactive attitude ensure you consistently meet deadlines - and exceed expectations.

What you'll be doing (and why you'll enjoy it)
You'll be at the heart of the client service function, processing investor transactions, payments, and trades while liaising with fund managers, investors, custodians, and prime brokers to resolve queries. You'll prepare and distribute detailed investor reports, ensure full regulatory and KYC/FICA compliance, and work on the preparation of fund minimum disclosure documents. This role offers variety and responsibility, allowing you to sharpen your analytical skills daily while growing within a trusted and well-established financial services environment.

Where you'll be doing it
Our client is a market-leading financial services provider, known for supporting some of South Africa's top hedge fund managers for over a decade. They offer independent fund administration and hosting services, maintaining high standards in both regulated and unregulated markets. The business operates on a hybrid model, built on collaboration, professional growth, and delivering on its philosophy: "Do today what can be done today."

What you'll need
Experience is key, you'll need at least 2-5 years in client service gained in investments, a degree is an added bonus. Excellent analytical skills, a solid understanding of compliance (KYC, FICA), and an unwavering commitment to delivering professional client service will ensure your success.

What you'll get
In return, you'll receive a competitive salary structured for personal flexibility, bi-annual performance-linked bonuses (above market standard for high performers), annual salary reviews, and a hybrid working environment. You'll join a company that values personal growth, precision, and team collaboration.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]

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.

Desired Skills:

• Client Service

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Grade 12 / Matric