Investment client service officer | constantia

Are you a highly organised and client-focused professional with a passion for wealth management? Our client is seeking an Investment Client Service Officer to join a dynamic team and play a key role in servicing and growing a book of private clients. This is a fantastic opportunity to build lasting relationships, support a high-performing team, and help clients achieve their financial goals.

Responsibilities Provide first-class service to existing private clients, addressing their queries and requests in a timely and professional manner. Help grow the business by following up on qualified leads and scheduling appointments for Wealth Specialists. Support Wealth Specialists by preparing necessary paperwork and ensuring all deal packs and applications are complete and compliant. Manage and track all leads, ensuring timely follow-ups. Utilize and maintain the company’s CRM package to manage client information. Ensure all new business and administrative tasks are compliant with ind...