Client Solutions Specialist

THE OPPORTUNITY

We are looking for an experienced investment professional for a permanent, full-time appointment in Mentenova’s Analytics Hub as a Client Solutions Specialist. This is not a traditional administrative support position. It is a broad investment consulting and execution role operating at the intersection of clients, investments, reporting, data, implementation, operations and technology. The successful candidate will play an important role in enabling our consultants and clients through high-quality execution while progressively taking greater ownership of client service, reporting, implementation and operational workflows.

The role also contributes directly to the Analytics Hub’s broader objective of building a reliable, accurate, efficient and scalable operating environment, with an increasing emphasis on better data, standardised processes, automation and the adoption and rollout of technology.

We are therefore looking for someone who can execute reliably today while continuously looking for ways to do the work better tomorrow.

PERMANENT ROLE | HYBRID BASED IN ROSEBANK | 5+ YEARS MIN. EXPERIENCE | BCOM / BSC (OR QUAILIFYING ENGINEERING BACKGROUND)

THE COMPANY

Mentenova is a leading South African investment specialist, bringing investment strategy and execution together under one roof. Established in 2012, the business works across investment consulting, portfolio solutions, implementation and ongoing investment oversight, serving institutional and individual clients with a goals-driven approach to investing.

We are a specialist team of approximately 35 people with more than 275 years of combined investment expertise. Our size allows us to combine deep technical capability with accessibility, agility and meaningful individual ownership. Mentenova’s approach is deliberately outcomes-focused: investment decisions are built around what clients need their capital to achieve, rather than simply managing towards an arbitrary benchmark.

Our consulting capability spans investment strategy, governance, manager research, reporting and implementation, while our broader investment offering includes implemented portfolios and bespoke local and global mandates. This integrated model means that strategy, implementation and ongoing oversight remain connected rather than operating in separate silos.

ROLE PURPOSE

The Client Solutions Specialist provides end-to-end support across client servicing, investment consulting, reporting, governance, implementation and operational execution. The role is responsible for accurate and timely delivery, maintaining trusted client and operational information, supporting consultants and client outcomes, and progressively improving the efficiency and scalability of processes.

The successful candidate will be expected to:

• Take ownership of recurring responsibilities and workflows.
• Resolve standard matters independently and drive them through to completion.
• Apply sound judgement and escalate complex issues appropriately.
• Work effectively across multiple internal and external stakeholders.
• Contribute to continuous improvement through standardisation, automation and effective use of technology.

KEY RESPONSIBILITIES

Client and Delivery Execution

• Prepare and coordinate high-quality client reports, investment feedback reports, presentations, meeting packs and other consulting outputs.
• Support client meetings through preparation, analysis and follow -up, and progressively participate in client interactions and presentations where appropriate.
• Manage client and consultant queries proactively and drive matters through to resolution.
• Maintain complete and accurate client information, CRM records, FICA/AML documentation, investment policy statements and other relevant governance records.
• Support client onboarding, portfolio implementations, investment changes and related operational activities.
• Coordinate recurring reporting, administrative and investment related workflows and ensure delivery within agreed timelines.
• Work with investment platforms, administrators, asset managers and other service providers to support effective implementation and client servicing.
• Resolve standard operational issues independently and escalate more complex matters with appropriate analysis, context and proposed solutions.

Scalability and Business Enablement

• Maintain clear, practical and current process documentation for key activities and workflows.
• Identify opportunities to simplify, standardise and automate repetitive or manual activities.
• Make effective use of approved systems, data tools, workflow technology, automation and AI.
• Support the development of reliable, structured and reusable reporting and analytical outputs.
• Assist with proposals, tenders, due diligence questionnaires, presentations and new-business initiatives.
• Support the implementation and operationalisation of new client mandates and investment solutions.
• Coordinate effectively across consulting, investments, reporting, operations, finance and other stakeholder groups.
• Contribute to effective governance, risk management and control within the scope of the role.
• Support broader business and team priorities where reasonably required.

General Duties and Responsibilities

In addition to the responsibilities described above, the employee will:

• Perform all duties associated with the role and other reasonable tasks assigned by the Company, diligently and professionally.
• Comply with Company policies, procedures, regulatory requirements and lawful instructions.
• Dedicate their working time to fulfilling their responsibilities and supporting Company objectives.
• Maintain professional, courteous and client-focused relationships with stakeholders.
• Operate within delegated authority, obtaining approval before making commitments on the Company’s behalf.
• Meet agreed KPIs and performance expectations as business needs evolve.

KEY PERFORMANCE AREAS

1 - Service Delivery and Client Enablement

Deliver accurate, timely and professional reporting, meeting preparation, presentations, query resolution and client support. The role should progressively provide more proactive support to consultants and clients and take increasing ownership of agreed service outputs.

2 - Data Integrity, Governance and Compliance Support

Ensure client, reporting and operational records are complete, accurate and current, with relevant compliance and governance documentation properly maintained. This includes CRM data, FICA/AML information, investment policy statements and relevant client and operational records.

3 - Implementation and Operational Execution

Execute recurring administration, implementation activities and operational workflows accurately and within agreed timelines. Standard matters should increasingly be resolved independently, while complex matters should be escalated with clear context, analysis and proposed solutions.

4 - Process Improvement, Automation and Technology Adoption

Document, standardise and progressively improve processes within the role. Identify opportunities to reduce manual effort, rework and key-person dependency through better process design, automation, technology and AI.

5 - Commercial, Team and Business Enablement

Support proposals, tenders, new-business initiatives, client retention and effective coordination across the wider business. Contribute proactively to problem-solving and help build repeatable, scalable ways of supporting consultants and clients.

EXPERIENCE AND QUALIFICATIONS

Minimum requirements

• A minimum of five years’ directly relevant professional experience is required.
• The required experience must have been gained primarily within investment consulting, asset management, institutional investments, employee-benefits investment consulting or another investment-focused financial-services environment.
• Hands-on experience in at least two of the following areas is required: investment reporting, investment client servicing, portfolio or client implementation, investment governance, or investment operations.
• A recognised BCom or BSc degree with a major or specialisation in Investment Management, Finance, Financial Economics, Economics, Actuarial Science or Quantitative Finance is required. General commerce degrees without one of these majors will not meet this requirement.
• An engineering degree may be accepted in place of the specified BCom or BSc only where the candidate also meets the minimum professional-experience requirement and can demonstrate directly relevant practical experience or formal postgraduate study in finance or investments.
• Strong proficiency with business technology, data and reporting tools is required, together with an interest in automation, technology and AI.
• Candidates must be able to work from Mentenova’s Rosebank office three days per week under the current hybrid working model.
• Where the activities performed require appointment as a representative, the candidate must meet or be capable of meeting the applicable FAIS Fit and Proper and competency requirements.

Advantageous qualifications and experience

• A relevant Honours degree or MBA, or a recognised professional qualification or designation, particularly a CFA Charter, CFP designation or another recognised investment professional designationwill be advantageous.
• Experience working with investment platforms, administrators, asset managers or institutional clients will be advantageous.

HOW TO APPLY

Please email your CV and a brief cover letter in PDF format to info@mentenova.co.za, using the subject line Client Solutions Specialist Application: [Full Name]

Applications close on Friday, 13 November 2026.

Recruitment privacy notice: Mentenova will process personal information submitted with an application for recruitment, selection, verification and related record-keeping purposes in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA). Privacy related queries may be directed to info@mentenova.co.za.

Only shortlisted candidates will be contacted