Client Financial Services Administrator

4 weeks ago

Cape Town, South Africa Vine Full time

Our client a UK based Investment company is looking for a **CLIENT FINANCIAL SERVICES ADMINISTRATOR **join their team in Cape Town.

To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance client and team relationships.

**Requirements**:
Proficient in spoken English.

Excellent written English is required and report-writing skills is a necessity.

Proven track record in dealing with clients and team management.

Financial Services Industry work experience.

Minimums entry-level qualification equivalent to Grade 12 / NQF4 qualification.

Financial Services Legislation: Knowledge of regulatory requirements, e.g. FICA, AML, and POPI and financial services industry environment.

**Responsibility**:
Process and execute financial advisor and client instructions whilst adhering to operational processes and minimizing operational errors (including new client business submissions, pension investment transfers and monthly fund switches).

Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness and compliance with relevant legislation.

Confirm and communicate all processed instructions to clients and financial advisers.

Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses. Arrange annual client meetings and review client portfolio summaries prepared for meetings.

Understand products and services offered by the business. Analyse monthly fund performances.

Engage and manage other staff engagement with investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information as required.

Support with annual due diligence reviews on platform and the annual re-balancing of fund portfolios.

Responsible for insurance renewals.

Maintain and update operations manual and relevant company policies.

Co-ordinate, prepare and assist with SA and UK Compliance audits.

Manage database with adequate, complete, valid and necessary records.

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