Client Service Consultant

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)