Client Services Administrator
A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.
Duties & Responsibilities
Client Services
- Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This requires a thorough understanding of the latest FICA and FAIS regulations as determined by the FSCA and FIC, completing the onboarding process by screening the client through Docfox.
- Perform trading, subscription, redemption, and transfer tasks on clients’ accounts with multiple platforms.
- Perform account loading and payments including the placing of FX trades and completion of BOP forms on the Investec CCM (Corporate Cash Management account) platform.
- Liaise with Investec FXEXCON team regarding client’s SDA (Single Discretionary Allowance) and FIA (Foreign Investment Allowance) relating to off-share investments.
- Collect revenue from specific providers on and offshore where advisor fees are not automated.
- Stay up to date on product and industry knowledge by attending different training initiatives and communicate any training requirements to Manager.
Administration
- Provide clients and Wealth Managers with tax and reporting statements as and when requested.
- Load all tasks on the WebView task manager and update Wealth Managers on the progress of tasks.
- Keep CRM database up to date with client information.
- Liaise with multiple service providers with instructions and platform offering and changes.
- Participate in projects relating to service providers, client data, and industry regulations.
- Monitor Client Services’ mailbox and action any actionable items.
Desired Experience & Qualification
- Grade 12
- 2-3 years’ experience as an administrator in the financial services industry
Package & Remuneration
Should you not receive a response within 14 days, please consider your application as unsuccessful.
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