Client Relationship Administrator

Minimum Qualification, Experience and Skills   

• Prior work experience in client servicing or clear evidence of strong administration skills and handling of multiple workflows 
• Preferred Experience in the Offshore Wealth Management industry, with specific reference to business offshore 
• Matric, any related further studies and qualifications
• RE1, RE5, and any other educational programs associated with wealth management
• Fully computer literate
• Strong comprehension and understanding of unique client circumstances and application to current scenarios
• Building strong stakeholder relationships
• Strong ability to prioritize multiple projects/deadlines
• Attention to detail
• High-Stress tolerance
• Strong numerical skills
• Adaptable in thinking and approach
• Solutions orientated
• Excellent communication skills

Key Role Responsibilities

• Full responsibility for the case preparation, signing off internally and submission to Providers
• Effective chasing of the business pipeline through to issued business
• Responsible for managing, reporting and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business
• Implementing transactions for new and existing clients by interacting with the Private Wealth Managers
• Full support of the sales team, operating as a member of the POD, to assist with the full client onboarding and case management process
• Chasing internal case compliance requirements to facilitate and speed up case sign off
• Once a case is at sign off, prepare a courier, or DocuSign
• Ensure clients are kept up-to-date on events and transactions
• Drafting and sending correspondence to clients and external Providers
• Ensuring that client files and transactions are fully compliant, including all legislation changes
• Liaising with Private Wealth Managers and trust companies to ensure accuracy of documentation and tracking of dealing instruction (execution and issued)
• Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates