Client Services Administrator Cape Town

Client Services Administrator Cape Town

Client Services AdministratorA 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 & ResponsibilitiesClient ServicesEnsure 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 and completing the onboarding process by screening the client through Docfox.Perform trading/subscription/redemption/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 offshore 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 the Manager.AdministrationProvide 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 & QualificationGrade 122-3 years' experience as an administrator in the financial services industryPackage & RemunerationShould you not receive a response within 14 days, please consider your application as unsuccessful.
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▶️ Client Services Administrator Cape Town
🖊️ Workforce Staffing Gauteng
📍 Cape Town