Client Liaison Officer – Momentum Investments
Location
Sandton, Gauteng, South Africa
Job Type
Permanent
Company Overview
Momentum Investments is seeking a professional and detail-oriented Client Liaison Officer to join its client services team. The company is well known for providing financial solutions that help individuals, businesses, and organisations grow wealth, protect assets, and plan for the future. This opportunity is ideal for candidates who are passionate about customer service, administration, and relationship management within the financial services industry.
Job Purpose
The Client Liaison Officer will be responsible for delivering excellent client support while ensuring all administrative, operational, and compliance-related tasks are completed accurately and within required timelines. The successful candidate will assist with managing client transactions, resolving queries, maintaining strong client relationships, and supporting internal operational processes.
Minimum Requirements
- Grade 12 / Matric certificate
- Bachelor’s Degree in Commerce or equivalent qualification at NQF Level 7
- 2 to 3 years’ experience in a similar role within the financial services industry
- Stockbroking industry experience will be advantageous
- Knowledge of FICA documentation and mandate processing
- Experience within an investment services environment
- Strong customer service and communication skills
- Proficiency in Microsoft Word, Excel, and Windows
- Ability to manage confidential information professionally
Key Responsibilities
Administration and Operational Support
- Ensure all client transaction documents meet regulatory and compliance requirements
- Monitor and track client queries until successfully resolved
- Keep clients informed throughout the progress of transactions and investigations
- Ensure all service level agreements and turnaround times are achieved
- Prepare and distribute daily reports, letters, presentations, and proxy documentation
- Process invoices and assist with securities-based lending administration
- Conduct background checks and maintain relevant registers and records
- Support broker onboarding and related operational activities
Client Service and Relationship Management
- Provide professional and efficient support to clients
- Accurately capture and process client instructions
- Ensure compliance standards are maintained during all interactions
- Maintain high levels of confidentiality and professionalism
- Build and maintain strong relationships with existing and potential clients
- Assist with client retention initiatives and service improvement strategies
- Deliver operational and performance reports when required
- Ensure clients receive a seamless and positive service experience
Internal Stakeholder Support
- Provide daily updates regarding work progress and priorities
- Implement actions from operational and management meetings
- Collaborate with internal departments to ensure processes run effectively
- Ensure all legislative and compliance procedures are followed
- Communicate new operational processes and documentation requirements to stakeholders
Required Competencies
- Strong attention to detail and accuracy
- Excellent organisational and administrative skills
- Ability to analyse information and solve problems effectively
- Strong communication and interpersonal abilities
- Ability to work under pressure and meet deadlines
- High ethical standards and professionalism
- Strong customer service orientation
- Ability to take initiative and manage responsibilities independently
Closing Date
17 May 2026
Employment Equity
Preference may be given to candidates from designated groups in line with company employment equity objectives.
Important Notice
Applicants are encouraged to verify the authenticity of this vacancy on the official Momentum Group careers platform before applying.