Client Services Consultant
1 day ago
Job Description
Established fund administration team seeks a Client Services Consultant with Unit Trust experience to join them. The role is focussed on processing client instructions and account administration.
**Responsibilities**:
- Processing broker fees, new business administration, account openings
- Subscription, switch and redemption instructions
- FICA and AML and record client tax information accurately
- Finswitch processing
**Requirements**:
- Minimum of a completed tertiary qualification or similar B.Comm Finance/ Accounting/ Business Administration or equivalent
- MSOffice proficient as well as investment systems and tools experience
- Must have the ability to work well under pressure and with limited supervision
- High attention to detail
- Client services focussed
- Excellent organisational and planning skills
- Can-do attitude and a good team player
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