Client Experiance Adminstrator

4 days ago

Cape Town, South Africa abc Full time

Responsibilities and Duties
- KYC “Know Your Customer”- FICA, risk rating, PEPs & due diligence
- Opening of accounts with banking partners
- Compliance checks and creation of documents sent to clients
- Process flow management on the CRM system
- Database management
- Conversion of registrations and new FTCCs
- Management of bank audits and remediation
- Liaising with banks AML department and reporting of any unusual or suspicious transactions
- Taking of incoming calls for new client queries
- Filing and other administrator task as and when they are required
- Liaise with relevant banking partners’ Exchange Control Departments for all South African Reserve Bank related queries

**Requirements**:
Key Competencies
- Principles and ethics: Adhering to good practice and ethical principles and values.
- Good work ethic with a willingness to go the extra mile and work as a team player.
- Must be motivated, energetic and committed to the role.
- Meticulous: Impeccably accurate with a keen eye for detail.
- Service delivery: Delivering results and exceeding customer expectations.
- Excellent interpersonal skills and the ability to work effortlessly with clients and the team. Displays gravitas & emotional maturity.
- Adaptability: Modifies approach in the face of new demands. Supports change initiatives, adjusting their actions appropriately when presented with additional information. Rises to new challenges.
- Efficiency: Organised with excellent diary and time management skills. Makes timely decisions and accepts accountability for own actions, working well under pressure.
- Committed to targets and deadlines and able to multitask efficiently.
- Presentable: Neat, tidy, presentable and professional in appearance and manner.
- Communication: Excellent written and oral communication ability. Impeccable telephone etiquette. Able to handle difficult client queries politely and effectively.

Qualifications & Experience

Qualifications: Matric. Relevant tertiary degree / diploma advantageous.

Experience: Client liaison / administrative experience.

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