We are looking for a Retail Operations Consultant in City of Cape Town Metropolitan Municipality, WC

Job Description

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.