About the position
Investment Client Service Coordinator Get ready to come be the driving force behind outstanding client service delivery Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll get How to apply
Claremont, Cape Town
Market related
You're highly organised, detail-driven and naturally proactive. You communicate confidently and professionally, whether on the phone or via email, and you thrive in a fast-paced environment where juggling multiple priorities comes naturally. Reliable, personable and process-oriented, you enjoy working both independently and as part of a collaborative team. Above all, you take pride in delivering exceptional service and building positive relationships.
You'll act as a central point of contact for client queries, ensuring professional and timely communication while maintaining accurate CRM records. From coordinating workflows and tracking deadlines within the client service team to preparing for quarterly client meetings, uploading report packs and producing polished meeting minutes, you'll play a key role in keeping operations running smoothly. You'll also support client events, manage gifting initiatives, assist with online client portal onboarding and provide hands-on support to enhance the overall client experience. This is a varied, people-focused role where no two days are the same.
Our client is a respected, owner-managed investment management firm based in Claremont Cape Town, overseeing significant assets locally and offshore. With a close-knit team and a strong values-driven culture, they are known for their commitment to excellence, long-term client relationships and steady growth within the financial services sector. To support strong collaboration and team alignment, this role is fully office-based
What you'll need
Matric and no less than 2 years previous experience in administration and client service, ideally gained within financial services. You'll bring strong organisational skills, high attention to detail and the ability to manage multiple priorities effectively. Confidence on the telephone, excellent interpersonal skills and solid experience using CRM systems and Microsoft Office are essential. A positive attitude and willingness to learn will set you apart. Only candidates currently residing in Cape Town can be considered.
You'll join a collaborative and supportive team within a growing investment firm where your contribution truly matters. This is an opportunity to develop your career in financial services while playing a meaningful role in enhancing client experience.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Client Services
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
