Client Service Consultant: Authoriser (Prescient Fund Services)
You will be part of a large client service operational environment in a team that is specifically focused on scaling up and improving efficiencies and delivery in the team.
DUTIES & RESPONSIBILITIES
- Accurate review of all new business captured into Administration system.
- Accurate review & authorise of account opening applications.
- Review and authorise of processing and review the setting up of broker fees is correct
- Review & authorise that the recording client tax details appropriately
- Authorise all flows before end of day and clear all inboxes and report daily
- Authorise all flows before SLA deadlines
- Strong focus on ensuring Quality of all capturing Subscription, Redemption and Switch instructions
- Strong adherence to understand and apply all business rules handling FICA requirements and internal AML policy for all clients
- Strong adherence to review and implementing and maintaining process controls using workflow management
- Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries
- Ensure the correct capturing of all regulatory classifications (FICA, FATCA, ASISA, SARB)
- Provide feedback to Management regarding training requirements within bigger team
- Provide weekly feedback on errors in Team and provide trends and analysis of it
- Minimise and escalate Incidents
- Act as back up for Processing and perform duties across
- Manage and execute all workflow items daily
- Overall skill to identify and highlight internal training gaps
REQUIRED EXPERIENCE
- Relevant experience of at least 2-4 years in an Authorising role in Investor Services environment is essential.
- Experience gained in a similar asset management / unit trust / LISP
REQUIRED QUALIFICATIONS
- Relevant tertiary qualification (or study towards) a BCom, BTech, Finance, Business Administration highly advantageous.
- Minimum Matric coupled with relevant industry relate courses (NQF 5/6 equivalent)
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
WHY THIS ROLE?
This is a great opportunity to apply your skills and experience in the Unit Trust Client service team of a leading Fund Services provider. This role offers excellent exposure and learning in a critical client service position.
INTERESTED? APPLY NOW
Nationality
Position
Client Service Consultant: Authoriser (Prescient Fund Services)
Your CV
Your Academic Transcript
By applying for a role at Prescient, you explicitly acknowledge and understand, that we, our appointed third-party service providers whom we utilise to facilitate requisite background checks, verifications and screenings, will collect and process your personal information. For more information on the type of data that we will collect and process, either in-house or by our third party appointed service providers, please click here to access our Group Data Privacy Policy. Retention of your personal information is governed by the Prescient Retention Policy.
Thank you for your application.
We will review and get back to you as soon as possible.
There has been an error
Please try sending this message again
Notice to Visitors ()
This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website.
The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.
By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:.
- you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
- by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website;
- and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.
Where exceptional expertise meets meticulous financial services
#J-18808-Ljbffr
