Client Relationship Manager
5 days ago
We are seeking a highly motivated Client Relationship Manager - Fund Services to join our team at CA Financial Appointments.
This role involves managing client relationships and ensuring that all onboarding processes are followed correctly.
The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and possess strong communication skills.
We offer a competitive salary range of R350,000 - R450,000 per annum, depending on experience.
Responsibilities:
- Manage client relationships and ensure that all onboarding processes are followed correctly
- Verify DocFox authorised daily, and necessary FICA requirements met before loading investor
- Investigate outstanding documents with Client, provide Clients with regular feedback
- Create new clients and update all tags
- Capture regulatory classifications (FATC, OECD, ASISA, SARB) and tax classifications (DWT, IWT)
- Ensure daily individual checklist are updated by administrators and handed to Team Leader for final sign-off
- Liaise with compliance and Internal audit, ensure adherence to FICA RMCP
- Review and submit High-Risk clients to Compliance
- Implement and maintain process controls using workflow management
- Ensure all items have relevant comments for audit purposes and escalate aged items
Requirements:
- Minimum of a completed tertiary qualification preferred, minimum of Matric
- Previous exposure to applicable legislation
- Experience with reconciliations in the Manco to Inflow & Outflow accounts
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