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Client Service Executive at SKM Africa
SKM Africa
September 02, 2026
Full-time
On-site
Job Description
The role is responsible for maintaining strong client relationships and ensuring a seamless client experience across the company's investment and wealth management products and services.
Key Responsibilities
Client Relationship Management
Develop and maintain strong, professional relationships with clients and proactively identify their needs, concerns and service requirements.
Serve as a key point of contact for clients, providing prompt and accurate responses to enquiries and requests.
Maintain a strong understanding of Moran Capital Management's products, services, processes and client service standards.
Provide clients with regular updates and relevant information regarding their investments, accounts and transactions.
Identify potential client service issues and ensure timely resolution or escalation where necessary.
Client Onboarding & Account Management
Coordinate the onboarding of clients across investment products, including Money Market Funds, Equities, Pensions, Local Fixed Income and International Investment Products.
Ensure that required client documentation and information are accurately captured, maintained and updated in accordance with company and regulatory requirements.
Maintain accurate and up-to-date client and investment records.
Coordinate with relevant internal teams to ensure that client accounts and investment instructions are processed accurately and within agreed timelines.
Ensure that financial consultants are kept informed of relevant client transactions, account activities and service requests.
Investment & Transaction Support
Prepare and coordinate the issuance of client statements and ensure that statements are accurate, current and shared with clients within the required timelines.
Monitor investment maturities and proactively notify clients of upcoming maturities.
Support clients through investment rollover, withdrawal and redemption processes.
Coordinate and follow up on client withdrawals and short-term placement maturities, including verification and confirmation of receipt of funds where applicable.
Liaise with internal teams and relevant service providers to ensure timely execution and resolution of client transactions.
Support the Wealth Advisory team with client investment analysis and tools, including investment simulations and related information required for client engagements.
Support the monitoring and administration of assets under management and ensure that relevant client records are accurately maintained.
Client Service Excellence
Implement and maintain high standards of client service in line with Moran Capital Management's client service objectives.
Coordinate client service excellence initiatives and support continuous improvement of client-facing processes.
Gather and communicate client feedback to relevant management and recommend improvements to enhance the client experience.
Maintain confidentiality and exercise a high level of discretion when handling client, financial consultant and company information.
Prepare and maintain relevant client service reports and records as required by management.
Compliance, Risk & Escalation
Ensure that client interactions and service activities are undertaken in accordance with approved company policies, procedures and applicable regulatory requirements.
Escalate complex, sensitive or high-risk client matters to the Finance & Strategy Director or relevant department promptly.
Maintain proper documentation and audit trails for client transactions, requests and communications.
Identify recurring service issues and recommend practical solutions to minimise operational and client-service risks.
Teamwork & General Responsibilities
Work collaboratively with the Operations, Finance, Wealth Advisory and other relevant teams to ensure seamless delivery of client services.
Support the implementation of process improvements and automation initiatives aimed at improving efficiency and client experience.
Perform any other duties reasonably assigned by the supervisor or management in line with the requirements of the role.
Requirements
Bachelor's degree in Business Administration, Finance, Economics, Commerce, Investment Management, or a related field.
Professional qualifications in finance, investment, customer service or a related discipline will be an added advantage.
3 - 5 years of relevant client service experience in investment, wealth management, financial services or insurance industry.
Experience dealing with investment or wealth-management clients will be an added advantage.
Demonstrable experience in client onboarding, account administration, transaction processing and client relationship management.
PREFERRED SKILLS
Strong understanding of client service principles and practices.
Good understanding of investment and financial products.
Good knowledge of client onboarding and account administration processes.
Excellent attention to detail and accuracy.
Ability to handle confidential and sensitive information with discretion.
Proficiency in Microsoft Office and relevant client/investment management systems.
Strong customer orientation and ability to manage demanding clients professionally.
The role is responsible for maintaining strong client relationships and ensuring a seamless client experience across the company's investment and wealth management products and services.
Key Responsibilities
Client Relationship Management
Develop and maintain strong, professional relationships with clients and proactively identify their needs, concerns and service requirements.
Serve as a key point of contact for clients, providing prompt and accurate responses to enquiries and requests.
Maintain a strong understanding of Moran Capital Management's products, services, processes and client service standards.
Provide clients with regular updates and relevant information regarding their investments, accounts and transactions.
Identify potential client service issues and ensure timely resolution or escalation where necessary.
Client Onboarding & Account Management
Coordinate the onboarding of clients across investment products, including Money Market Funds, Equities, Pensions, Local Fixed Income and International Investment Products.
Ensure that required client documentation and information are accurately captured, maintained and updated in accordance with company and regulatory requirements.
Maintain accurate and up-to-date client and investment records.
Coordinate with relevant internal teams to ensure that client accounts and investment instructions are processed accurately and within agreed timelines.
Ensure that financial consultants are kept informed of relevant client transactions, account activities and service requests.
Investment & Transaction Support
Prepare and coordinate the issuance of client statements and ensure that statements are accurate, current and shared with clients within the required timelines.
Monitor investment maturities and proactively notify clients of upcoming maturities.
Support clients through investment rollover, withdrawal and redemption processes.
Coordinate and follow up on client withdrawals and short-term placement maturities, including verification and confirmation of receipt of funds where applicable.
Liaise with internal teams and relevant service providers to ensure timely execution and resolution of client transactions.
Support the Wealth Advisory team with client investment analysis and tools, including investment simulations and related information required for client engagements.
Support the monitoring and administration of assets under management and ensure that relevant client records are accurately maintained.
Client Service Excellence
Implement and maintain high standards of client service in line with Moran Capital Management's client service objectives.
Coordinate client service excellence initiatives and support continuous improvement of client-facing processes.
Gather and communicate client feedback to relevant management and recommend improvements to enhance the client experience.
Maintain confidentiality and exercise a high level of discretion when handling client, financial consultant and company information.
Prepare and maintain relevant client service reports and records as required by management.
Compliance, Risk & Escalation
Ensure that client interactions and service activities are undertaken in accordance with approved company policies, procedures and applicable regulatory requirements.
Escalate complex, sensitive or high-risk client matters to the Finance & Strategy Director or relevant department promptly.
Maintain proper documentation and audit trails for client transactions, requests and communications.
Identify recurring service issues and recommend practical solutions to minimise operational and client-service risks.
Teamwork & General Responsibilities
Work collaboratively with the Operations, Finance, Wealth Advisory and other relevant teams to ensure seamless delivery of client services.
Support the implementation of process improvements and automation initiatives aimed at improving efficiency and client experience.
Perform any other duties reasonably assigned by the supervisor or management in line with the requirements of the role.
Requirements
Bachelor's degree in Business Administration, Finance, Economics, Commerce, Investment Management, or a related field.
Professional qualifications in finance, investment, customer service or a related discipline will be an added advantage.
3 - 5 years of relevant client service experience in investment, wealth management, financial services or insurance industry.
Experience dealing with investment or wealth-management clients will be an added advantage.
Demonstrable experience in client onboarding, account administration, transaction processing and client relationship management.
PREFERRED SKILLS
Strong understanding of client service principles and practices.
Good understanding of investment and financial products.
Good knowledge of client onboarding and account administration processes.
Excellent attention to detail and accuracy.
Ability to handle confidential and sensitive information with discretion.
Proficiency in Microsoft Office and relevant client/investment management systems.
Strong customer orientation and ability to manage demanding clients professionally.