A leading organisation in the wealth and investment industry is seeking a Client Service Specialist to deliver exceptional service and strengthen long-term relationships with clients and advisers. This role plays a pivotal part in ensuring smooth onboarding, resolving complex queries, and maintaining service excellence. Acting as a trusted liaison between clients, advisers, and internal teams, the successful candidate will drive operational efficiency, support adviser growth, and uphold the high standards expected in the wealth and investment space.

Responsibilities

. Execution of Activities

• Facilitate adviser, assistant, and client onboarding processes to ensure seamless transitions.

• Generate insights and reports to identify areas for operational improvement.

• Manage and resolve product, system, and service-related inquiries effectively.

• Stay current with industry trends and market developments to proactively address client needs.

• Maintain accurate documentation of client interactions and transactions within the CRM system.

• Organize and support adviser events in the assigned region.

• Ensure strict compliance with internal policies, procedures, and regulatory standards.

• Take ownership of administrative accuracy and service-level adherence.

• Deliver consistent and high-quality support through all client communication channels.

2. Relationship Management

• Serve as the primary liaison for key client and adviser relationships.

• Address escalated issues with professionalism and urgency.

• Build collaborative partnerships with adviser offices, external platforms, and internal teams.

• Proactively ensure client satisfaction through effective engagement and resolution strategies.

3. Service Excellence

• Monitor and uphold service turnaround targets.

• Analyze client feedback and continuously enhance service delivery.

• Support high-value or premier advisers and their clients with dedicated attention.

4. Crisis Management

• Lead the resolution of escalated issues with minimal client disruption.

• Develop procedures for managing critical incidents and ensure swift recovery.

• Contribute to the strategic oversight of adviser regions where necessary.

Requirements

• Bachelor’s degree in Business Management, Investment Management, or a related field

• 6–8 years’ experience in client services, preferably within the investment or wealth management industry

• Advanced understanding of LISP processes and financial products

• Proficiency with investment platform operations and industry-relevant software

• Strong analytical and problem-solving skills

• Excellent communication, presentation, and negotiation abilities

• Proven capability in building and maintaining strong client and adviser relationships

• Solid project management and organizational skills

• Ability to work both independently and collaboratively to meet deadlines

• Client-centric mindset with a proactive, professional, and confident approach

• High level of integrity, maturity, and personal accountability

• Strong team player with a positive attitude and self-motivated work ethic

Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..

Benefits

• Competitive salary.

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • Send me your CV on +27 63 584 7231 (Whatsapp)
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
  • Please use "Client Service Specialist" as your subject line when applying via email 

  We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise