Client Service Executive

Since its founding, SKM has been a pioneer in the fields of business advisory, strategy, and tax consultancy. Today, we work together with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering firms to thrive, build sustainable competitive advantage, and drive meaningful societal impact. Using cutting-edge management consulting, technology and design, corporate and digital enterprises, and our diverse, multi-talented teams, we are committed to bringing about change and unlocking potential for all our clients in a variety of fields.

Client Service Executive

Job Description

• The role is responsible for maintaining strong client relationships and ensuring a seamless client experience across the company’s investment and wealth management products and services.

Key Responsibilities

Client Relationship Management

• Develop and maintain strong, professional relationships with clients and proactively identify their needs, concerns and service requirements.

• Serve as a key point of contact for clients, providing prompt and accurate responses to enquiries and requests.

• Maintain a strong understanding of Moran Capital Management’s products, services, processes and client service standards.

• Provide clients with regular updates and relevant information regarding their investments, accounts and transactions.

• Identify potential client service issues and ensure timely resolution or escalation where necessary.

Client Onboarding & Account Management

• Coordinate the onboarding of clients across investment products, including Money Market Funds, Equities, Pensions, Local Fixed Income and International Investment Products.

• Ensure that required client documentation and information are accurately captured, maintained and updated in accordance with company and regulatory requirements.

• Maintain accurate and up-to-date client and investment records.

• Coordinate with relevant internal teams to ensure that client accounts and investment instructions are processed accurately and within agreed timelines.

• Ensure that financial consultants are kept informed of relevant client transactions, account activities and service requests.

Investment & Transaction Support

• Prepare and coordinate the issuance of client statements and ensure that statements are accurate, current and shared with clients within the required timelines.

• Monitor investment maturities and proactively notify clients of upcoming maturities.

• Support clients through investment rollover, withdrawal and redemption processes.

• Coordinate and follow up on client withdrawals and short-term placement maturities, including verification and confirmation of receipt of funds where applicable.

• Liaise with internal teams and relevant service providers to ensure timely execution and resolution of client transactions.

• Support the Wealth Advisory team with client investment analysis and tools, including investment simulations and related information required for client engagements.

• Support the monitoring and administration of assets under management and ensure that relevant client records are accurately maintained.

Client Service Excellence