Investment Client Service Consultant

1 week ago

Cape Town, South Africa Talent ID Full time

The UT MANCO Client Service team provides excellent levels of client service to all investors in a timely and accurate manner.

**DUTIES AND RESPONSIBILITIES**
- Capturing Subscription, Redemption and Switch instructions form
- Handling FICA requirements and internal AML policy for all clients
- Processing and setting up of broker fees
- Implementing and maintaining process controls using workflow management
- Recording client tax details appropriately
- Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader
- client service team with queries
- Daily Finswitch file processing

**REQUIRED EXPERIENCE**
- Relevant experience of at least 2-4 years in this role is essential.
- Experience gained in a similar asset management / unit trust / LISP client service environment where your focus has been on

**REQUIRED QUALIFICATIONS**
- Relevant tertiary qualification (or study towards) a BCom, BTech Commerce, Finance, Business Administration preferred.
- Or relevant industry related courses (NQF 5 /6 equivalent).

**SYSTEM EXPOSURE**
- Strong MS Office skills
- Exposure to investment systems and workflow tools required

**KEY COMPETENCIES**
- Highly methodical and can working within specific processes and structure
- Ability to work under limited supervision
- Positive team player
- Enthusiastic and client centric attitude
- Excellent communication skills both written and verbal
- Accuracy and attention to detail
- Ability to work under pressure
- Honesty and integrity

**Job Types**: Full-time, Permanent

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