Client Support Administrator at Momentum Securities

2 weeks ago

Sandton, South Africa Momentum Securities Full time

**Introduction**

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking service into all of the frontier markets of Sub-Saharan Africa and specialist research integrating both a macro and micro market view.

**Role Purpose**

The purpose of the **Client Support administrator role** is to ensure efficient client service through administration support to Portfolio Managers, and Dealers in their endeavour to promote the Momentum Securities brand, products and offerings.

**Requirements**:
**Qualifications**:

- Matric or studying towards a degree

**Experience**:

- 2-3 years’ experience in a similar role in the financial services industry (Stockbroking experience will be an added advantage)
- Working knowledge of processing FICA documents and mandates
- Demonstrated knowledge of customer service principles and practices
- Proficiency in Microsoft: Windows, Word, and Excel

**Duties & Responsibilities**
- Perform general administrative duties to ensure that all documentation requirements for client transactions are kept safe.
- Deliver on service level agreements made with clients.
- Manage and execute client requests and queries.
- Assist the Client Services Team on an ad hoc basis.
- Assist Portfolio Managers and Dealers with local corporate actions.
- Offering encompassing support to Portfolio Managers and Dealers (e.g., processing of mandates, following up on debits, ensuring payments are done, interacting with clients to ensure satisfaction on the processes)
- Liaising with the Back Office Departments: instruct and monitor payments requests, screen and monitor account openings, and corporate actions.
- Prepare proxies and letters of presentations.
- Prepare and distribute daily reports to the portfolio manager.
- Processing of invoice
- Securities based lending.
- Perform client background checks and LTV eligibility.
- Ensure that minimum credit committee members approve the facility.
- Maintain Securities based lending register.

**Competencies**
- Attention to the details.
- Relating and networking.
- Adhering to principles and values.
- Coping with pressure and setbacks.
- Planning and organising.
- Delivering results and meeting customer expectations.
- Following instructions and procedures.

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