Institutional Relationship Specialist
- Location
- Cape Town, Western Cape
- Closing date
First listed . Last checked at source .
In brief
**Overview** This role at Salt South Africa is an Institutional Relationship Specialist position. It is a key operational support role responsible for maintaining banking and custodial platform access, managing document workflows, supporting client servicing activities, and ensuring smooth day-to-day operations across multiple financial institutions. **What you will do** * **Operations & Administration** * Manage user access and security across banking and custodial platforms. * Maintain and administer large volumes of login credentials and permissions. * Support advisors and internal teams with access requests and platform queries. * Ensure accurate record-keeping and compliance with security protocols. * **Document Management** * Administer PDF documentation and workflow processes. * Manage DocuSign requests and document execution. * Maintain digital records and audit trails. * Ensure timely processing of operational documentation. * **Client & Relationship Support** * Provide day-to-day support to advisors, clients and internal stakeholders. * Liaise with custodians, banks and service providers to resolve operational queries. * Support client onboarding, account maintenance and operational changes. * Build strong working relationships across internal and external stakeholders. **Requirements (from the original advert)** * 3-7 years’ experience in Banking, Private Wealth, Investment Operations or Custody Services. * Experience supporting financial advisors, relationship managers or client service teams. * Exposure to custodial portals and banking platforms. * Strong administration and client servicing background. * Document and workflow management skills. * PDF administration experience. * DocuSign administration. * Custodial portal experience. * Client service and operational support skills. * Excellent organisation and attention to detail. * Strong stakeholder and relationship management capabilities. **Who should apply** This position is ideal for someone from a Private Wealth, Wealth Management, Investment Administration, Custody or Banking environment who enjoys administration, relationship management and operational coordination. Candidates from Private Wealth, Asset Management, Custody or Banking Client Services environments are particularly suited. The role is more administration and relationship-focused than technical, with a significant focus on operational support and security administration. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/institutional-relationship-specialist-recruit-digital Source: myjobmag
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At a glance
- At least 3 years of experience.
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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