Client Services

2 weeks ago


Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time
An excellent opportunity for a client services administrator to join a rapidly growing financial services firm.

You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.


Skills & Requirements:

_ _

_Essential:
_


  • 2 Years' experience in Financial Services, preferably in Wealth Management
  • Hard working
  • Excellent administration and interpersonal skills
  • Capability to work under pressure in order to meet deadlines
  • Impeccable attention to detail
  • Proficiency in Microsoft Office, particularly Word and Excel
  • Ability to work individually and as part of a team

_Preferred:
_


  • Awareness of antimoney laundering and know your client/due diligence requirements

The Role:

  • Handling report requests (valuations, tax pack reports, income & expenses)
  • Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client)
  • Booking cost updates
  • Locating cash that has been sent in by clients
  • Passing on instructions to closures or payments team
  • Arranging transfer front sheets
  • Taking calls and resolving client's queries
  • Reviewing and logging tax forms (W8's/W9's) to client accounts
  • Passing on dealing instructions to either the dealers, relationship managers or account managers
  • Dealing with incoming post
  • Arranging for copies of original documents to be certified and originals sent back to investors
  • Updating of static data on SalesLogX and Nexus systems
  • Projects work e.g KYC update, renewal of W8 forms


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