Client Service Consultant: Authorization Specialist
4 days ago
At Prescient Limited, we are seeking an experienced Client Service Consultant: Authorisation Specialist to join our team. As a key member of our Client Service operational environment, you will be responsible for scaling up and improving efficiencies and delivery in the team.
Your primary duties will include:
- Accurately reviewing all new business captured into the Administration system;
- Authorizing account opening applications with precision;
- Reviewing and authorizing processing, including verifying broker fees and client tax details;
- Clearing all inboxes and reporting daily; and
- Ensuring high-quality capturing of Subscription, Redemption, and Switch instructions.
You will also play a crucial role in managing internal relationships, providing support to the CRM and broader client service team, and ensuring adherence to business rules and regulatory requirements.
To succeed in this role, you will need at least 2-4 years of experience in an authorising role in Investor Services and a relevant tertiary qualification or study towards a BCom, BTech, Finance, or Business Administration degree. Excellent communication skills, accuracy, and attention to detail are essential.
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Financial Services Consultant
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Financial Services Specialist
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Client Service Consultant: Authoriser
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