Key Responsibilities
1) 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.
2)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.
3) 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.
4)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.
5)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.
6)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.