# Client Service Executive Job SKM Africa Canonical URL: https://primejobalerts.com/jobs/client-service-executive-job-skm-africa Company: SKM Africa Category: Accounting Location: Kenya Work type: Full-time Work arrangement: On-site Published: 2026-09-02 Expires: 2026-10-17 ## Job Description Finance Jobs, SKM Africa Jobs.Responsible for managing client relationships, responding to customer enquiries, resolving service issues, and ensuring a positive client experience. Requires a relevant qualification in business administration, marketing, communications, or a related field. The position is based in Nairobi and requires on-site work. 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. Qualifications - 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. ### How to Apply Click here to apply ## Apply Use the canonical Prime Job Alerts page for full application instructions and source verification.