Sygnia Asset Management

Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM). DUTIES AND DAILY RESPONSIBILITIES: Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLA and in accordance with Sygnia’s servicing standards. Discuss and explain all funds, products and services offered by Sygnia as well as all operational processes and requirements. Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents...

Role Description: Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. This role is within the CIS Administration department, a hard-working team, dedicated to providing superior service to clients. Duties and daily responsibilities: Processing client creations and liquidations and the related client flow payments Processing of local and foreign trades instructions and the related payments Processing of equity and derivative trading (local and international) Preparation of custody instructions Scrip and cash reconciliations including investigations Processing and payments of monthly fees Daily reporting to clients, including dissemination of unit prices and trade...