Job Details
Job Description
We are looking for a hard-working individual to support our client relationship management team with the day-to-day management of key accounts.
KEY RESPONSIBILITIES:
• Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.
• Support requests and relationships with some of the largest custodian banks across Europe.
• Keep abreast of new products and legislation changes to optimize client submissions.
• Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.
• Develop a strong knowledge of the recovery service in order to service clients successfully and answer technical client queries.
• Ensure that all value for client is reclaimed within deadlines, and all documents are received timeously from clients and custodian banks.
• Work closely with Senior Account Managers and Head of Client Service to develop and accomplish goals and strategic plans set out for clients.
• Manage and consolidate any queries that may arise from various foreign tax offices.
• Meet or exceed submission targets as set out by company management.
• Resolve customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with customers and internal stakeholders.
• Support in client, custodian bank and tax office requests.
• Track processes in an organized and efficient manner and to ensure that all value for a client is reclaimed timeously.
• Provide additional support with claim submissions and other ad hoc projects.
• Support with new client onboarding.
• Support with quality checking claims as needed.
KEY REQUIREMENTS:
• Tertiary education in commerce or law field – for example, Finance, Economics, BCom Law, or other BCom degree
• Strong interpersonal and communication skills
• Fast learner
• Confident and strong ability to build rapport with others
• Persistence and problem-solving ability
• Strategic and analytical thinker
• A keen eye for detail and good administration skills
• Able to cope with deadlines and pressure
• A valid South African passport or work permit and all relevant documents
• Good command of the English language
• Not required, but a bonus if able to speak additional European languages (e.g. French, Italian, Spanish, German)
KEY RESPONSIBILITIES:
• Support account service for some of the largest asset managers, fund managers and insurance companies in Europe.
• Support requests and relationships with some of the largest custodian banks across Europe.
• Keep abreast of new products and legislation changes to optimize client submissions.
• Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.
• Develop a strong knowledge of the recovery service in order to service clients successfully and answer technical client queries.
• Ensure that all value for client is reclaimed within deadlines, and all documents are received timeously from clients and custodian banks.
• Work closely with Senior Account Managers and Head of Client Service to develop and accomplish goals and strategic plans set out for clients.
• Manage and consolidate any queries that may arise from various foreign tax offices.
• Meet or exceed submission targets as set out by company management.
• Resolve customer complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with customers and internal stakeholders.
• Support in client, custodian bank and tax office requests.
• Track processes in an organized and efficient manner and to ensure that all value for a client is reclaimed timeously.
• Provide additional support with claim submissions and other ad hoc projects.
• Support with new client onboarding.
• Support with quality checking claims as needed.
KEY REQUIREMENTS:
• Tertiary education in commerce or law field – for example, Finance, Economics, BCom Law, or other BCom degree
• Strong interpersonal and communication skills
• Fast learner
• Confident and strong ability to build rapport with others
• Persistence and problem-solving ability
• Strategic and analytical thinker
• A keen eye for detail and good administration skills
• Able to cope with deadlines and pressure
• A valid South African passport or work permit and all relevant documents
• Good command of the English language
• Not required, but a bonus if able to speak additional European languages (e.g. French, Italian, Spanish, German)
