Client Services Coordinator (Investment Management)

Our client is a successful and reputable Investment Management organisation who currently has a new role due to the expansion of their business and their client service team. They are now seeking a highly organised, detail-oriented Client Service Coordinator to join their Client Services team. This role plays a key part in ensuring excellent client service, smooth internal coordination, and efficient administrative support across the business. The ideal candidate is proactive, personable, professional, and comfortable managing multiple tasks in a fast-paced environment.

Key Responsibilities

Client Service Support

• Act as an internal point of contact for client queries.
• Handle client communications professionally via phone and email.
• Maintain accurate and up-to-date client records in the CRM system.
• Monitor shared inboxes and ensure timely, high-quality responses to client requests.

Workflow & Team Coordination

• Coordinate client service tasks and deadlines within the team.
• Track progress on key activities and follow up to ensure timely completion.
• Communicate changes, priorities, and constraints to relevant stakeholders.
• Support effective workload management through clear, proactive communication.

Client Meeting Preparation

• Schedule and coordinate all quarterly client meetings.
• Arrange venues and send meeting confirmations.
• Upload client report packs in advance of meetings.
• Convert AI-generated notes into polished meeting minutes.
• Record meeting actions and ensure they are clearly documented and assigned for follow‑up.

Client Events Support

• Liaise with venues and suppliers for client events.
• Manage attendee lists and track logistical requirements (e.g., dietary needs).
• Provide client-facing support before and during events as required.
• Contribute actively to planning and execution of Insights events.
• Occasional travel may be required.

Client Gifting & Engagement Initiatives

• Coordinate annual and long‑term client gifting programmes.
• Manage gift sourcing, preparation, delivery, and tracking.

Online Client Portal Support

• Provide onboarding and training for new client teams.
• Assist with navigation, access, and content-related queries.
• Support the maintenance and accuracy of portal content.

Skills & Qualifications

• Prior experience in administration or client service is beneficial but not essential.
• Prior experience in financial services is beneficial.
• Strong communication and interpersonal skills.
• Confident, professional telephone manner.
• Excellent organisational ability and high attention to detail.
• Comfortable managing multiple priorities.
• Proactive, reliable, and process driven.
• Capable of working both independently and within a team.
• Competent user of CRM systems and Microsoft Office applications.
• Positive attitude, willingness to learn, and commitment to exceptional client service.

This role offers the opportunity to be part of a collaborative, values-driven team within a growing investment firm. You’ll work closely with our client service team and internal stakeholders and play a meaningful role in enhancing the client experience.

To apply for this role please send your CV to operations@asearch.co.za