Assistant Client Relationship Manager Investments

Recruiter:

Belmar Personnel

Job Ref:

Assistant Client Rel..

Date posted:

Wednesday, September 22, 2021

Location:

Johannesburg, South Africa

Salary:

R15 000 - R20 000 depending on years experience

SUMMARY:
Assistant to Portfolio Manager

POSITION INFO:

This role functions as a subject matter expert in a specific field of administration / product / process.
Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
Resolves technical and complex problems, especially in support of administrative queries / issues.
Applies specialist knowledge in a focused role working with relatively complex information.
Operational in nature.
Deals with all client instructions, queries or complaints timeously and accurately.
Responsible for all administration functions around client onboarding and client disbursements.
Responsible for checking data inputs on CRM system to ensure correctness of data.
Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
Strict adherence to regulatory requirements (FICA, FAIS).
- Matric
- 2 to 3 years administrative experience in financial services compulsory
- Experience within the investment industry
- Intermediate MS Excel, MS Word and MS Outlook
- Attention to detail
- Accuracy
- Good communication skills

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Assistant Client Relationship Manager Investments

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