Investment Client Service Specialist

Investment Client Service Specialist | Job Mail

Create a FREE Job Seeker Profile

Jobs Training & Courses Companies Hiring

Recruitment Employer Sign Up Post a FREE Vacancy Employer/Recruiter Registration

Login

Filter

Back

Cancel Apply Filter

Cancel Apply Filter

Back Back Back Back

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Industry

Province

City

Suburb

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

+2 more

Clear All Filters

Create a Job Alert

1153 Other IT/Computer jobs in Cape Town on Job Mail

Verified Ad

Apply Now

Investment Client Service Specialist

Rory Mackie & Associates

Saturday, 16 May 2026

1

IT/Computer - Other IT/Computer

Cape Town

FULL TIME

Job Specification

Company

Reference Number [Click the Apply button below to see the contact details]

Job Summary

Overview:

Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client relationships. Responsibilities include client onboarding and effectively managing all client queries.

Responsibilities:

Ensuring a positive and professional client service experience

Providing exceptional client service across carious channels such as phone, email, online, and in-person

Providing clients with technical assistance on our products

Ensuring urgent matters are escalated for prompt resolution

Proactively following up and assisting clients in obtaining outstanding information

Where applicable, assisting clients with the completion of forms and obtaining any other relevant information

Undertaking client due diligence checks and determining the nature and level of due diligence required to comply with Anti-Money Laundering Regulations

Validating KYC documentation

Follow up on onboarding progress with administrators

Qualifications and Experience:

Solid grasp of Anti-Money Laundering Regulations

Understanding of the AML requirements for a wide range of client types such as individuals, trusts, charities, and corporate entities

Relevant business degree and/or job-related experience

Competencies and Personal Characteristics:

Adaptable and energetic, thriving in dynamic environments with shifting priorities

Capable of working under pressure, meeting regulatory deadlines with poise

Exceptional oral and written communication skills

Empathetic and approachable demeanor towards clients

Client-centric mindset with a professional appearance

Diligent and accountable, maintaining rigor in meeting deliverables

Demonstrates ownership and responsibility for assigned tasks

Self-motivated team player with meticulous attention to detail

Able to manage and prioritize tasks effectively within a demanding team environment

Rory Mackie & Associates

Recruiter

Apply Now

Refer a friend

×

Please sign in to save this Job Ad

×

Please sign in to .

You will receive an email when a new job matching your criteria is posted.

Manage Alerts

Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:

Response from employers

Being able to log in and update your profile

Apply for more jobs

Didn't receive the link? Resend Verification Link

Job Mail uses cookies to ensure you get the best experience on our website. View Settings

Accept All

Job Details

• Country : Afrique du Sud

• Contract Type : CDI