Has experience working with corporate or enterprise-level clients
Thrives in a fast paced environment where multi-tasking is required
Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across various channels
Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-driven setting.
Has a background in account management or client relationship management and is looking to grow within a globally oriented organization.
KEY RESPONSIBILITIES
Serve as the primary point of contact for assigned clients, ensuring their needs are met with professionalism and efficiency.
Manage the end-to-end reclaim documentation process by liaising with clients, custodian banks, tax authorities and internal teams to request, collect, reconcile, and validate documentation in line with jurisdictional requirements.
Build and maintain strong, long-term relationships with clients to foster loyalty and retention.
Collaborate with internal departments to resolve issues in the reclaim process and proactively drive client reclaims through to submission.
Prepare and present regular reports on client's reclaims and other potential opportunities.
Monitor client satisfaction and proactively address any issues or concerns
EDUCATION:
CA(SA)/CFA/ BCom Finance Honours
EXPERIENCE:
A minimum of 2 years of experience in client service, account management, or similar role.
Experience in financial services is a plus.
COMPETENCIES:
Exceptional organizational skills to manage multiple clients and tasks efficiently.
Strong verbal and written communication for effective client and stakeholder engagement.
Ability to multi-task and prioritize in a fast-paced environment.
High attention to detail to ensure accuracy in documentation and processes.
Proficiency in Microsoft Office, especially Excel, Outlook, and Word. (Advanced Excel skills area advantageous)
Effective time management to meet deadlines and maintain service quality.
A proactive, problem-solving mindset to resolve issues and drive outcomes.
Passion and enthusiasm for delivering excellent client service.
Collaborative approach to working with internal teams and external partners.
Process-oriented thinking to support continuous improvement and operational efficiency.