Retail Operations Consultant

Retail Operations Consultant

Our client is one of South Africa's leading privately-owned investment management firms, recognised for its long- term approach to investing and unwavering commitment to exceptional client service. They provide a comprehensive range of investment solutions to individual and institutional clients, supported by a collaborative culture that values integrity, continuous learning, and professional growth. They are seeking a motivated and client-focused Retail Operations Consultant to join their Retail Operations team in Cape Town. This role is responsible for processing client investment transactions, supporting independent financial advisers, and ensuring a consistently high standard of service across all client interactions. The successful candidate will thrive in a fast-paced environment, demonstrate exceptional attention to detail, and enjoy building trusted relationships with clients and colleagues alike. Responsibilities: Client Administration & Transaction Processing • Accurately process new and existing investment instructions within required service standards. • Process new business applications, account openings, additional investments, withdrawals, and account amendments. • Review incoming instructions for accuracy and completeness before processing. • Monitor and follow up on pending transactions to ensure timely completion. • Ensure all transactions comply with internal procedures and regulatory requirements. Client Service • Deliver exceptional service to clients and independent financial advisers via telephone and email. • Respond to client queries professionally, accurately, and within agreed turnaround times. • Build and maintain strong client and adviser relationships through responsive and solution-focused communication. • Escalate complex queries where appropriate while maintaining ownership of the client experience. Administration & Record Management • Maintain accurate records of all client interactions and transaction activities on internal systems. • Ensure all documentation is complete, compliant, and correctly filed. • Support data integrity and contribute to efficient operational processes. Team Support & Continuous Improvement • Collaborate effectively with team members and the Team Leader to achieve operational objectives. • Assist colleagues with workflow management and technical queries where required. • Develop and maintain knowledge of investment products, processes, and applicable legislation. • Contribute to ongoing process improvements and operational excellence. Requirements: • Relevant Business Degree and/or job related experience. • Previous experience within financial services, investments, or client administration will be advantageous. • Knowledge of the Life Insurance industry (including Pension Funds) and/or Unit Trust industry will be advantageous. • Strong understanding of administrative processes and client service principles. • Intermediate proficiency in Microsoft Word and Excel. Skills: • Exceptional attention to detail and accuracy. • Excellent organisational and time management skills. • Strong analytical and problem-solving abilities.

• Outstanding verbal and written communication skills. • Client-focused with a commitment to delivering exceptional service. • Ability to manage multiple priorities in a fast-paced environment. • Self-motivated with the ability to work independently and collaboratively. • Adaptable, resilient, and able to perform well under pressure. • Professional, dependable, and committed to continuous learning.