12 Client Management jobs in South Africa

Are you a driven and analytical finance graduate eager to work at the intersection of finance, technology, and client engagement? Our client, an award-winning global technology group, is seeking a dynamic Client Management & Migration Associate to join their innovative and agile team. This is an exciting opportunity to gain exposure to a cutting-edge web-based platform used by leading companies to manage their share incentive plans. Key Responsibilities As a Client Management & Migration Associate, you will: Assist with onboarding new clients and uploading share plan data onto the system Provide technical and product guidance on the share plan platform Advise on IFRS 2 and related incentive queries Lead client communication including broker interactions and award issuance processes Deliver platform training to clients and offer continuous support Maintain and grow client relationships, identifying upselling opportunities Gather client feedback and collaborate internally to enhance platform functionality Minimum Requirements Bachelor’s degree in Finance, Accounting, or related field (CA or equivalent preferred) Exceptional academic track record Advanced Excel skills (non-negotiable) Strong analytical, problem-solving, and communication abilities Proactive self-starter, capable of working independently and in a team Highly organised and deadline-driven If you have not been contacted within 10 working days, please consider your application unsuccessful.

Join to apply for the Client Delivery Management role at NTT DATA, Inc.

Join to apply for the Client Delivery Management role at NTT DATA, Inc.

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Make an impact with NTT DATA

Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.

Make an impact with NTT DATA

Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.

Your day at NTT DATA

The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.

This role supports the business and protects the company’s reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.

This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.

Key responsibilities:

• Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
• Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
• Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
• Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
• Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
• Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
• Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
• Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
• Reviews all proposals delivered to the client and ensure that growth objectives within the account are in line with the company's overall growth objectives and serve the best interest of the client.
• Serves as the client's advocate within the organisation, ensuring their needs and concerns are addressed promptly and effectively.
• Continuously monitors service performance, identifies areas for improvement, and implements strategies to enhance service quality and efficiency.
• Develops and maintains reporting mechanisms to track service delivery KPIs, and provide regular updates to clients and senior management.
• Contributes to pre-sales processes by providing information, determining the effort required to deliver and generally providing advice on the most optimal way to approach the client or filter out what is not relevant to the client.
• Collaborates and engages with a variety of stakeholders, including the Review Boards and Steering Committees to ensure the delivery of services against the agreed Service Level Agreements.
• Drives service delivery excellence by motivating the team members and inspiring outstanding performance against Service Level Agreements.
• Negotiates and resolves contractual issues, including failure to meet contractual obligations.
• Partners with the organization to attract the right talent and ensure that the team is staffed according to requirements and that all team members are fully utilized.
• Leads and mentors a team of delivery managers, service coordinators, and support staff to ensure they meet their goals and deliver exceptional client service.
  
  

To thrive in this role, you need to have:

• Extended understanding of the IT services industry, including trends, technologies, and best practices.
• Extended knowledge of managed services, including service level agreements (SLAs), service delivery models, and service management frameworks.
• Extended understanding of client needs, expectations, and industry-specific challenges to tailor services accordingly.
• Extended leadership and management skills to lead a team of professionals and drive results.
• Excellent communication skills, both written and verbal, for interacting with clients, team members, and stakeholders.
• Ability to build and maintain strong client relationships, understand their needs, and ensure client satisfaction.
• Extended proficiency in project management methodologies to plan, execute, and monitor service delivery projects effectively.
• Strong analytical and problem-solving skills to address client issues and challenges proactively.
• Extended budgeting and financial management skills to ensure profitable service delivery.
• Ability to manage relationships with third-party vendors and partners as needed for service delivery.
• Client centric mindset, always putting the client's needs and satisfaction first.
• Willingness and ability to adapt to changing technology, client requirements, and industry trends.
• Ability to develop long-term and short-term plans for service delivery improvement.
• Focus on achieving measurable outcomes and delivering value to clients.
• Collaboration and teamwork are essential, as the role involves working with cross functional teams.
  
  

Academic qualifications and certifications:

• Bachelor's degree or equivalent qualification in Information Technology or Business or related field.
• Relevant ITIL certification preferred.
• Relevant project management certification (for example, PMP) is preferred.
  
  

Required experience:

• Extended demonstrated experience in a managed services and/or support services environment.
• Extended demonstrated experience in managed services - service delivery and client management.
• Extended demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards.
• Extended demonstrated experience in service delivery alignment with contractual agreements and compliance requirements.
• Extended demonstrated experience in monitoring contract performance.
• Extended demonstrated experience in managing service delivery projects for clients.
• Extended demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms.
• Extended demonstrated experience in proactive measures to address client concerns and continuously improve service quality.
• Extended demonstrated experience in managing and leading a service delivery team and/or related function.
  
  

Workplace type:

Hybrid Working

About NTT DATA

NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.

Equal Opportunity Employer

NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries IT Services and IT Consulting

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JOB DESCRIPTION

Make an impact with NTT DATA

Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.

Your day at NTT DATA

The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of Managed Services Client Delivery Specialists.

This role supports the business and protects the company’s reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.

This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require highly complex service delivery, typically across multiple sites and/or service offerings.

Key responsibilities :

• Responsible for client satisfaction by ensuring services are delivered according to agreed service definitions, SLAs, and contracts.
• Oversees the day-to-day delivery of managed services, ensuring adherence to SLAs and quality standards.
• Works closely with cross-functional teams to identify procurement methods, establish evaluation criteria, evaluate options, and select the most appropriate vendors.
• Engages proactively with suppliers to resolve incidents, problems, or unsatisfactory performance.
• Maintains strong relationships with key clients, serving as the primary contact for service inquiries, issues, and escalations.
• Addresses client concerns, resolves issues, and ensures satisfaction.
• Allocates resources effectively, including personnel, technology, and infrastructure.
• Identifies and mitigates potential risks to service delivery to minimize disruptions.
• Reviews proposals to ensure alignment with growth objectives and client interests.
• Acts as the client’s advocate within the organization, ensuring their needs are addressed promptly.
• Monitors service performance, identifies improvement areas, and implements quality enhancement strategies.
• Develops reporting mechanisms to track KPIs and provides updates to clients and management.
• Contributes to pre-sales by providing information and advice on service delivery approaches.
• Engages with stakeholders, including Review Boards and Steering Committees, to ensure SLA compliance.
• Drives service delivery excellence by motivating and inspiring team members.
• Negotiates and resolves contractual issues, including breaches of obligations.
• Partners with the organization to attract and fully utilize the right talent.
• Leads and mentors delivery managers, service coordinators, and support staff to meet goals and deliver exceptional service.

To thrive in this role, you need to have :

• Deep understanding of the IT services industry, including trends and best practices.
• Extensive knowledge of managed services, SLAs, service delivery models, and frameworks.
• Strong understanding of client needs and industry-specific challenges.
• Leadership and management skills to lead a professional team and drive results.
• Excellent communication skills, both written and verbal.
• Ability to build and maintain strong client relationships and ensure satisfaction.
• Proficiency in project management methodologies.
• Strong analytical and problem-solving skills.
• Financial management skills to ensure profitable service delivery.
• Ability to manage third-party vendor relationships.
• Client-centric mindset, prioritizing client needs and satisfaction.
• Adaptability to changing technology and industry trends.
• Ability to develop service delivery improvement plans.
• Focus on outcomes and value delivery.
• Teamwork and collaboration skills for cross-functional work.

Academic qualifications and certifications :

• Bachelor's degree or equivalent in IT, Business, or related field.
• Relevant ITIL certification preferred.
• Relevant project management certification (e.g., PMP) preferred.

Required experience :

• Extensive experience in managed/support services environments.
• Proven experience in managed services delivery and client management.
• Successful history of meeting SLAs and quality standards.
• Experience in contractual compliance and performance monitoring.
• Experience managing service delivery projects and assessing client satisfaction.
• Leadership experience in managing service delivery teams.

Workplace type : Hybrid Working

About NTT DATA

NTT DATA is a $30+ billion global innovator of business and technology services, serving 75% of the Fortune Global 100. We invest over $3.6 billion annually in R&D and are committed to sustainable innovation. As a Global Top Employer, our diverse team spans more than 50 countries, providing services in consulting, AI, data, infrastructure, and application management. NTT DATA is part of NTT Group, headquartered in Tokyo.

Equal Opportunity Employer

We are proud to be an Equal Opportunity Employer, embracing diversity and providing an environment free of discrimination and harassment. We do not discriminate based on age, race, gender, sexual orientation, religion, nationality, disability, or any other protected category. Join our global team and accelerate your career with us. Apply today.

#J-18808-Ljbffr

**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company's reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
**Key responsibilities:**
+ Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
+ Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
+ Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
+ Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
+ Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
+ Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
+ Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
+ Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
+ Reviews all proposals delivered to the client and ensure that growth objectives within the account are in line with the company's overall growth objectives and serve the best interest of the client.
+ Serves as the client's advocate within the organisation, ensuring their needs and concerns are addressed promptly and effectively.
+ Continuously monitors service performance, identifies areas for improvement, and implements strategies to enhance service quality and efficiency.
+ Develops and maintains reporting mechanisms to track service delivery KPIs, and provide regular updates to clients and senior management.
+ Contributes to pre-sales processes by providing information, determining the effort required to deliver and generally providing advice on the most optimal way to approach the client or filter out what is not relevant to the client.
+ Collaborates and engages with a variety of stakeholders, including the Review Boards and Steering Committees to ensure the delivery of services against the agreed Service Level Agreements.
+ Drives service delivery excellence by motivating the team members and inspiring outstanding performance against Service Level Agreements.
+ Negotiates and resolves contractual issues, including failure to meet contractual obligations.
+ Partners with the organization to attract the right talent and ensure that the team is staffed according to requirements and that all team members are fully utilized.
+ Leads and mentors a team of delivery managers, service coordinators, and support staff to ensure they meet their goals and deliver exceptional client service.
**To thrive in this role, you need to have:**
+ Extended understanding of the IT services industry, including trends, technologies, and best practices.
+ Extended knowledge of managed services, including service level agreements (SLAs), service delivery models, and service management frameworks.
+ Extended understanding of client needs, expectations, and industry-specific challenges to tailor services accordingly.
+ Extended leadership and management skills to lead a team of professionals and drive results.
+ Excellent communication skills, both written and verbal, for interacting with clients, team members, and stakeholders.
+ Ability to build and maintain strong client relationships, understand their needs, and ensure client satisfaction.
+ Extended proficiency in project management methodologies to plan, execute, and monitor service delivery projects effectively.
+ Strong analytical and problem-solving skills to address client issues and challenges proactively.
+ Extended budgeting and financial management skills to ensure profitable service delivery.
+ Ability to manage relationships with third-party vendors and partners as needed for service delivery.
+ Client centric mindset, always putting the client's needs and satisfaction first.
+ Willingness and ability to adapt to changing technology, client requirements, and industry trends.
+ Ability to develop long-term and short-term plans for service delivery improvement.
+ Focus on achieving measurable outcomes and delivering value to clients.
+ Collaboration and teamwork are essential, as the role involves working with cross functional teams.
**Academic qualifications and certifications:**
+ Bachelor's degree or equivalent qualification in Information Technology or Business or related field.
+ Relevant ITIL certification preferred.
+ Relevant project management certification (for example, PMP) is preferred.
**Required experience:**
+ Extended demonstrated experience in a managed services and/or support services environment.
+ Extended demonstrated experience in managed services - service delivery and client management.
+ Extended demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards.
+ Extended demonstrated experience in service delivery alignment with contractual agreements and compliance requirements.
+ Extended demonstrated experience in monitoring contract performance.
+ Extended demonstrated experience in managing service delivery projects for clients.
+ Extended demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms.
+ Extended demonstrated experience in proactive measures to address client concerns and continuously improve service quality.
+ Extended demonstrated experience in managing and leading a service delivery team and/or related function.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.

**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company's reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
**Key responsibilities:**
+ Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
+ Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
+ Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
+ Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
+ Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
+ Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
+ Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
+ Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
+ Reviews all proposals delivered to the client and ensure that growth objectives within the account are in line with the company's overall growth objectives and serve the best interest of the client.
+ Serves as the client's advocate within the organisation, ensuring their needs and concerns are addressed promptly and effectively.
+ Continuously monitors service performance, identifies areas for improvement, and implements strategies to enhance service quality and efficiency.
+ Develops and maintains reporting mechanisms to track service delivery KPIs, and provide regular updates to clients and senior management.
+ Contributes to pre-sales processes by providing information, determining the effort required to deliver and generally providing advice on the most optimal way to approach the client or filter out what is not relevant to the client.
+ Collaborates and engages with a variety of stakeholders, including the Review Boards and Steering Committees to ensure the delivery of services against the agreed Service Level Agreements.
+ Drives service delivery excellence by motivating the team members and inspiring outstanding performance against Service Level Agreements.
+ Negotiates and resolves contractual issues, including failure to meet contractual obligations.
+ Partners with the organization to attract the right talent and ensure that the team is staffed according to requirements and that all team members are fully utilized.
+ Leads and mentors a team of delivery managers, service coordinators, and support staff to ensure they meet their goals and deliver exceptional client service.
**To thrive in this role, you need to have:**
+ Extended understanding of the IT services industry, including trends, technologies, and best practices.
+ Extended knowledge of managed services, including service level agreements (SLAs), service delivery models, and service management frameworks.
+ Extended understanding of client needs, expectations, and industry-specific challenges to tailor services accordingly.
+ Extended leadership and management skills to lead a team of professionals and drive results.
+ Excellent communication skills, both written and verbal, for interacting with clients, team members, and stakeholders.
+ Ability to build and maintain strong client relationships, understand their needs, and ensure client satisfaction.
+ Extended proficiency in project management methodologies to plan, execute, and monitor service delivery projects effectively.
+ Strong analytical and problem-solving skills to address client issues and challenges proactively.
+ Extended budgeting and financial management skills to ensure profitable service delivery.
+ Ability to manage relationships with third-party vendors and partners as needed for service delivery.
+ Client centric mindset, always putting the client's needs and satisfaction first.
+ Willingness and ability to adapt to changing technology, client requirements, and industry trends.
+ Ability to develop long-term and short-term plans for service delivery improvement.
+ Focus on achieving measurable outcomes and delivering value to clients.
+ Collaboration and teamwork are essential, as the role involves working with cross functional teams.
**Academic qualifications and certifications:**
+ Bachelor's degree or equivalent qualification in Information Technology or Business or related field.
+ Relevant ITIL certification preferred.
+ Relevant project management certification (for example, PMP) is preferred.
**Required experience:**
+ Extended demonstrated experience in a managed services and/or support services environment.
+ Extended demonstrated experience in managed services - service delivery and client management.
+ Extended demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards.
+ Extended demonstrated experience in service delivery alignment with contractual agreements and compliance requirements.
+ Extended demonstrated experience in monitoring contract performance.
+ Extended demonstrated experience in managing service delivery projects for clients.
+ Extended demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms.
+ Extended demonstrated experience in proactive measures to address client concerns and continuously improve service quality.
+ Extended demonstrated experience in managing and leading a service delivery team and/or related function.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.

ENVIRONMENT:

JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client with IFRS 2 and incentive-related queries while creating and providing training to clients in using the platform. Applicants must have a financial background with a Bachelor’s Degree – CA or equivalent, a strong academic record and be technical proficient in Finance with strong Excel skills.

DUTIES:

• Learn and understand all the technical aspects relating to the product to onboard clients and client information onto the platform and manage client requirements.
• Implement and advise on the technical aspects of the product.
• Set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process.
• Assist clients with IFRS 2 and incentive-related queries and in using the system.
• Build relationships with the client.
• Maintain client relationships and offer new or existing solutions to existing clients.
• Understand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirements.
• Create and provide training to clients in using the platform.
• Provide ongoing feedback and ideas to management on ways to improve the system.

REQUIREMENTS:

• Financial background with a relevant Bachelor’s degree (CA or equivalent).
• Strong academic record & technically proficient (Finance).
• Strong Excel skills is a prerequisite.
• Analytical and problem-solving skills.
• Excellent communication skills (email and in-person).
• Can lead client meetings.
• Can work in a team environment and alone (self-starter).
• Knows how to prioritise tasks and provide excellent service.
• Deadline driven and can work under pressure.

Advantageous –

• Experience in VBA or other basic coding.
• CFA, Level 1, 2 or 3.
• Mathematics Degree or background.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.

Desired Skills:

• Bachelor's Degree
• CA
• Excel

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Client Content & Reporting Specialist – Asset Management Industry
Supporting Business Development and Client Engagement

Role Overview

As a key member of the business development and client servicing team, you will be responsible for producing, maintaining, and enhancing high-quality client-facing collateral and fund-related reporting. This includes presentation materials, written content, and performance data tailored to institutional and retail audiences. Your work will support client report backs, business pitches, due diligence questionnaires (DDQs), and requests for proposals (RFPs).

The ideal candidate will bring a combination of analytical rigour, attention to detail, strong communication skills, and proficiency in Microsoft Office tools. You will play a central role in ensuring the accuracy, consistency, and professionalism of the content used across the firm’s client touchpoints.

Core Responsibilities

Client Content & Collateral Production

• Prepare and update presentation slides, written reports, and documentation for use in:
  • Client report backs and engagements
  • Business development pitches
  • DDQs and RFPs
• Synthesise complex investment and business information into clear, well-structured outputs suitable for various audiences.
• Operate within the team’s content management systems and processes to ensure efficient content versioning, storage, and access.

Fund Data Management & Reporting

• Generate, collate, and verify fund-related data from internal systems and external platforms (e.g., e-Vestments, Morningstar).
• Support the creation and regular updating of:
  • Fund performance reports and factsheets
  • Monthly and quarterly investment commentary
  • General fund updates and data sheets
• Ensure all fund data presented externally is accurate, timely, and aligned with internal performance measurement standards.

Client & Market Research

• Conduct market research, competitor analysis and compile market intelligence on:
  • Institutional and retail investment trends
  • Investor behaviour and client segments
  • Regulatory developments and competitor positioning
• Build and maintain detailed client profiles to support more personalised and effective client engagement.

Performance & Investment Reporting Support

• Assist in the preparation of performance reporting and analysis, including:
  • Performance attribution and benchmarking
  • Portfolio-specific commentary for client-facing materials
• Review and ensure consistency and integrity of investment data, escalating discrepancies to senior team members.

Client Reporting Innovation & Experience

• Lead or contribute to internal initiatives aimed at enhancing the client reporting experience and onboarding
• Support automation and visualisation efforts (e.g., dashboards and digital delivery solutions).
• Champion improvements in client satisfaction, outcome transparency, and reporting clarity cross functionally.

Key Skills and Tools

• Advanced proficiency in PowerPoint , Excel , and Word
• Ability to transform data into engaging visual narratives
• Experience working within content and data management systems
• Exceptional attention to detail and accuracy
• Strong written communication and document editing capabilities
• Familiarity with Morningstar and other performance data platforms (advantageous)

This role is ideal for an individual with a strong balance of technical proficiency, communication excellence, and an understanding of institutional asset management client expectations.

To apply for this role please send your CV and supporting documentation to

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Client Content & Reporting Specialist – Asset Management Industry Supporting Business Development and Client Engagement Role Overview As a key member of the business development and client servicing team, you will be responsible for producing, maintaining, and enhancing high-quality client-facing collateral and fund-related reporting. This includes presentation materials, written content, and performance data tailored to institutional and retail audiences. Your work will support client report backs, business pitches, due diligence questionnaires (DDQs), and requests for proposals (RFPs). The ideal candidate will bring a combination of analytical rigour, attention to detail, strong communication skills, and proficiency in Microsoft Office tools. You will play a central role in ensuring the accuracy, consistency, and professionalism of the content used across the firm’s client touchpoints. Core Responsibilities Client Content & Collateral Production Prepare and update presentation slides, written reports, and documentation for use in:Client report backs and engagements Business development pitches DDQs and RFPs Synthesise complex investment and business information into clear, well-structured outputs suitable for various audiences. Operate within the team’s content management systems and processes to ensure efficient content versioning, storage, and access. Fund Data Management & Reporting Generate, collate, and verify fund-related data from internal systems and external platforms (e.g., e-Vestments, Morningstar). Support the creation and regular updating of:Fund performance reports and factsheets Monthly and quarterly investment commentary General fund updates and data sheets Ensure all fund data presented externally is accurate, timely, and aligned with internal performance measurement standards. Client & Market Research Conduct market research, competitor analysis and compile market intelligence on:Institutional and retail investment trends Investor behaviour and client segments Regulatory developments and competitor positioning Build and maintain detailed client profiles to support more personalised and effective client engagement. Performance & Investment Reporting Support Assist in the preparation of performance reporting and analysis, including:Performance attribution and benchmarking Portfolio-specific commentary for client-facing materials Review and ensure consistency and integrity of investment data, escalating discrepancies to senior team members. Client Reporting Innovation & Experience Lead or contribute to internal initiatives aimed at enhancing the client reporting experience and onboarding Support automation and visualisation efforts (e.g., dashboards and digital delivery solutions). Champion improvements in client satisfaction, outcome transparency, and reporting clarity cross functionally. Key Skills and Tools Advanced proficiency in Power Point , Excel , and Word Ability to transform data into engaging visual narratives Experience working within content and data management systems Exceptional attention to detail and accuracy Strong written communication and document editing capabilities Familiarity with Morningstar and other performance data platforms (advantageous) This role is ideal for an individual with a strong balance of technical proficiency, communication excellence, and an understanding of institutional asset management client expectations. To apply for this role please send your CV and supporting documentation to #J-18808-Ljbffr

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
• Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
• Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
• Assist other team members when necessary – provide cover during periods of absence.

 
Qualifications:

A business focused degree

Experience:

• Relevant 2 – 3 years working experience
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

 
Attributes:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information

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