At Fedgroup, we've been helping South Africans grow and protect their wealth through innovative investment solutions for over 30 years.

We're looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence.

This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight, serving as a senior influencer in the client value chain.

What You'll Do

• Provide specialist support on complex investment and product-related queries
• Manage client escalations and deliver tailored solutions
• Support and develop Broker Consultants through product expertise and training
• Drive process improvements to enhance operational efficiency and the client experience
• Analyse trends and provide insights to support business and client outcomes
• Ensure accurate client onboarding and investment administration

What You'll Bring

• Bachelor's Degree (Investment or Finance qualification preferred)
• 4+ years' experience in Investment Advisory, Wealth Management, Asset Management, or Investment Client Services
• Strong knowledge of investment products and regulatory requirements
• Excellent analytical, problem-solving, and client engagement skills
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment

What Will Make You Successful

• A client-centric approach and commitment to service excellence
• Strong ownership, accountability, and sound judgement
• The ability to remain calm and effective under pressure
• A collaborative mindset and ability to build strong relationships
• Adaptability and resilience in a dynamic environment

Why Join Fedgroup?

At Fedgroup, we put people first; our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference. Join a team that values innovation, collaboration, and client excellence, where your work matters, your ideas are heard, and your contribution has a meaningful impact.

 If you're passionate about investments, client service, and delivering exceptional outcomes, we'd love to hear from you. Apply today and join a team that's making a meaningful difference in people's financial journeys.

Contact information

Wilma Allaoui