Fresh Jobs at SKM Africa

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

• Implement and maintain high standards of client service in line with Moran Capital Management’s client service objectives.
• Coordinate client service excellence initiatives and support continuous improvement of client-facing processes.
• Gather and communicate client feedback to relevant management and recommend improvements to enhance the client experience.
• Maintain confidentiality and exercise a high level of discretion when handling client, financial consultant and company information.
• Prepare and maintain relevant client service reports and records as required by management.

Compliance, Risk & Escalation

• Ensure that client interactions and service activities are undertaken in accordance with approved company policies, procedures and applicable regulatory requirements.
• Escalate complex, sensitive or high-risk client matters to the Finance & Strategy Director or relevant department promptly.
• Maintain proper documentation and audit trails for client transactions, requests and communications.
• Identify recurring service issues and recommend practical solutions to minimise operational and client-service risks.

Teamwork & General Responsibilities

• Work collaboratively with the Operations, Finance, Wealth Advisory and other relevant teams to ensure seamless delivery of client services.
• Support the implementation of process improvements and automation initiatives aimed at improving efficiency and client experience.
• Perform any other duties reasonably assigned by the supervisor or management in line with the requirements of the role.

Requirements

• Bachelor’s degree in Business Administration, Finance, Economics, Commerce, Investment Management, or a related field.
• Professional qualifications in finance, investment, customer service or a related discipline will be an added advantage.
• 3–5 years of relevant client service experience in investment, wealth management, financial services or insurance industry.
• Experience dealing with investment or wealth-management clients will be an added advantage.
• Demonstrable experience in client onboarding, account administration, transaction processing and client relationship management.

PREFERRED SKILLS

• Strong understanding of client service principles and practices.
• Good understanding of investment and financial products.
• Good knowledge of client onboarding and account administration processes.
• Excellent attention to detail and accuracy.
• Ability to handle confidential and sensitive information with discretion.
• Proficiency in Microsoft Office and relevant client/investment management systems.
• Strong customer orientation and ability to manage demanding clients professionally.

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Job Description

• The underwriting and claims associate will be responsible for providing administrative and operational support in the processing of insurance quotations, underwriting documentation, policy administration and claims while ensuring timely service to clients and accurate maintenance of insurance records.

Key Responsibilities

Quotation Support

• Receive client requirements and assist in preparing quotation requests.
• Obtain quotations from approved insurers.
• Compile and organise quotations for review.
• Assist in comparing premiums, benefits, exclusions and terms.
• Prepare quotation summaries for clients and/or the Underwriting & Claims Officer.
• Follow up with insurers on outstanding quotations.
• Maintain an accurate quotation register.

Underwriting Administration

• Assist in completion and submission of proposal forms and underwriting documents.
• Follow up on outstanding information required for underwriting.
• Assist in submitting risks to insurers for approval.
• Ensure approved covers are properly documented.
• Assist in checking policy schedules, certificates and other documents for accuracy.
• File and maintain underwriting documentation.

Policy Administration

• Assist with processing New business, renewals, additions, deletions, endorsements, and cancellations.
• Prepare and distribute policy documents, medical cards, stickers and certificates.
• Follow up on outstanding policy documentation.
• Update client records and policy registers.
• Support renewal follow-ups.

Claims Administration

• Receive and record claims notifications.
• Assist clients with completion of claims forms.
• Check claims documentation for completeness.
• Submit claims documentation to insurers.
• Maintain an up-to-date claims register.
• Follow up with insurers on outstanding claims requirements.
• Obtain and communicate claims status updates to clients.
• Escalate delayed, disputed or complex claims to the Underwriting & Claims Officer/Manager.
• Maintain proper claims files and supporting documentation.

Client Service

• Respond to routine client enquiries.
• Provide clients with policy and claims updates.
• Assist clients with onboarding and documentation.
• Coordinate delivery of policy documents, medical cards and stickers.
• Escalate complex client issues to the appropriate officer.
• Maintain professional relationships with clients and insurers.

Insurance Premium Financing

• Assist with preparation and processing of IPF applications.
• Complete required documentation.
• Submit documents to relevant financial institutions.
• Follow up on applications and approvals.
• Maintain an IPF tracking register.

Records & Reporting

• Maintain accurate electronic and physical client files.
• Update insurance databases and registers.
• Ensure documentation is properly filed and easily retrievable.
• Assist in preparation of departmental reports.
• Provide accurate information to Finance for reconciliation and reporting.
• Maintain confidentiality of client information.

Requirements

• Bachelor's degree/Diploma in Insurance, Risk Management, Business Administration, Finance or a related field.
• Professional insurance qualification or progress towards, AIIK/College of Insurance qualification will be an added advantage.
• 1–2 years' relevant experience in both insurance underwriting, claims, and insurance broking.