Client Service Administrator

2 weeks ago

Johannesburg Gauteng, South Africa 765e5efa-e44e-456e-9d4b-f32225aa5437 Full time R250 000 - R300 000 per year

Client Services Administrator

Johannesburg or Stellenbosch

Account Administration:

Process and manage new investment account openings (local and offshore platforms)

Maintain client records, ensuring accuracy and compliance with regulatory requirements

Banking and Payments (Investec CCM):

Handle banking transactions and payment processing via the Investec CCM platform

Manage forex outward payments and inward receipts of funds

Investment administration:

Action investment transactions, including:

Redemptions, switches, additions, and debit order processing

Section transfers across all types of investment products (local and offshore)

Liaise with product providers and platforms to ensure accurate and timeous execution

Administer offshore platform trading – shares, stocks, and other listed instruments

Project & Process Management:

Assist with project management initiatives within the Client Services space (e.g. platform migrations, process enhancements, data clean-ups)

Compliance & Risk:

Ensure adherence to regulatory compliance requirements (FAIS, FICA, FATCA, CRS, etc.)

Maintain proper record keeping and audit trails of all instructions and approvals

Collaborate with compliance team to resolve queries and ensure best practice

Client & Team Support:

Provide professional, timely support to Wealth Managers and internal stakeholders

Communicate effectively with clients when required, ensuring a consistent and high-quality service experience

Work collaboratively within the team to manage workloads and ensure seamless service delivery

Relevant tertiary education qualification (post-grad an advantage).

RE5 required

Min 2-3 years' experience in investment administration, wealth management, or financial services

Strong working knowledge of investment platforms (both local and offshore)

Experience with Investec CCM banking (advantageous)

Understanding of foreign exchange transactions and investment flows

Compliance awareness – FICA, FAIS, and general investment regulatory framework

Attention all Candidates: -

PLEASE DO NOT APPLY unless you have the specific qualifications and experience listed above - if you apply for job postings that you do not have the specific qualifications and experience in, you will unfortunately NOT be considered, nor communicated with.

Please forward a detailed and UPDATED CV in MS Word format (starting with current position) and a recent clear head & shoulders photo to: -

Recent contactable reference details must be provided, from last two – three direct superiors prior to current employer - this is an essential requirement - only candidates who received Favourable references will be considered.

Job Type: Full-time

Pay: R25 000,00 - R30 000,00 per month

Work Location: In person

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