About the position
Team Leader: Investment Client Service Lead a high-performing client service team in a fast-paced financial services environment! Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply 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.
Kenilworth, Cape Town (hybrid)
Market-related
You're a natural leader with a strong client-centric mindset and an eye for detail. You enjoy guiding and developing teams, fostering a collaborative work culture while ensuring high standards of service delivery. You stay composed under pressure, have the discipline to drive operational excellence, and are confident communicating with stakeholders at all levels - whether via email, phone, or video. With your strong work ethic and commitment to continuous improvement, you don't just meet expectations - you raise them.
As the Client Service Team Leader, you will be responsible for overseeing a dynamic team that handles investor transactions, payments, reporting, and regulatory compliance. You'll lead the planning and allocation of tasks, ensuring operational accuracy and timeliness while maintaining strict adherence to KYC and FICA requirements. You'll serve as the go-to liaison between investors, fund managers, custodians, and prime brokers, resolving escalated queries and driving process improvements. You will play a key role in staff development, coaching your team to deliver outstanding service in a highly regulated and professional environment.
Our client is a leading financial services firm that has built a strong reputation over more than a decade as a trusted partner to South Africa's top hedge fund managers. They specialize in fund administration and advisory services for both regulated and unregulated portfolios, operating in a collaborative, quality-driven environment. The company offers hybrid working and lives by the mantra: "Do today what can be done today."
You will need a Bachelor of Commerce in Accounting or a similar financial qualification, paired with proven experience in client service and team leadership within financial services or investment administration. Strong analytical ability, excellent communication skills, and deep knowledge of regulatory compliance (KYC, FICA) are essential for success in this role. Prior exposure to investor reporting and transaction oversight will be a distinct advantage.
In return, you'll receive a competitive salary structured with flexibility, performance-based bi-annual bonuses that reward high achievers, annual salary reviews, and a hybrid working setup that promotes collaboration and work-life balance. You'll be part of a business that values proactive leadership, integrity, and professional growth.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
Desired Skills:
- Client Service
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
