Investment Client Administrator

2 weeks ago


Sandton, South Africa Hollard Recruitment Full time

Job Purpose

  • The successful candidate will be expected to provide an effective and professional interface for the various Hollard Investment product offerings and the its clients .
  • This will be achieved by delivering high levels of service and sharing investment information and knowledge to the defined target market/segment.
  • The strategic aim of the Investment Client Administrator will be to deliver a bespoke service solution, offering clients' , financial advisors and partners an end to end financial investment solution .
  • Thereby contributing to the SBU aim of grow the existing customer base, increase the business and asset flows HI (local and international platforms and funds) and protect existing assets under management.

Key Responsibilities

  • To manage and develop relationships with partner services and their clients, their business consultants, financial advisers and direct clients.
  • Performing KYC and Sanction Screening Checks
  • Investment servicing which includes, but is not limited to the following: New Business, Withdrawals, Switches and Ad hoc contributions.
  • Feedback to clients on progress of requests – within SLA. Accountability and responsibility for process from start to finish
  • Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals.


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