Client Service Consultant – Processing

Date: /Category: /by

This role 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.

 

Duties include:

  • New Business administration processing. Process account opening applications
  • Capturing Subscription, Redemption and Switch instructions form
  • Handling FICA requirements and internal AML policy for all clients
  • Processing and setting up of broker fees
  • Implementing and maintaining process controls using workflow management
  • Recording client tax details appropriately
  • Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries
  • Daily Finswitch file processing

The candidate must have:

  • Relevant experience of at least 2-4 years in a similar role – essential.
  • Experience gained in a similar asset management / unit trust / LISP client service environment where your focus has been on processing investment applications.
  • Relevant tertiary qualification (or study towards) a BCom, BTech Commerce, Finance, Business Administration preferred.
  • Or relevant industry related courses (NQF 5 /6 equivalent)
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