Client Service Consultant

Recruiter:

Conova Recruitment

Job Ref:

MHO

Date posted:

Wednesday, January 19, 2022

Location:

CapeTown, South Africa

Salary:

Annual Salary

SUMMARY:
Client Service Consultant - Processing

JOB DESCRIPTION:

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)

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

Similar jobs you might be interested in:

Client Service Manager Ref: 4134
Location: Helderberg
Salary:
Step into a rewarding role as a client service Manager with a respected service-driven team in the Western Cape.
7 days ago

Client Service Officer (Client Support)
Location: Somerset West
Salary:
A well established international financial services concern with offices in Somerset West is seeking a client service Officer (client Support) who will support a team to work efficiently and produce a high service level to our clients to maintain and retain their business.The focus will be to follow the processes and procedures to execute client requests and instructions. The role requires high le...
Today

Investment Client Service Specialist
Location: Cape Town
Salary:
41 days ago

Client Service Manager (Refrigeration industry)
Location: Somerset West
Salary:
Our client in Somerset West is seeking a highly motivated and experienced client service Manager to join their team. The ideal candidate will have a minimum of 5 years' experience in a customer service environment, with at least 3 years in a supervisory or management role. A Grade 12 qualification is required, and a relevant tertiary qualification would be advantageous. Refrigeration knowledge is ...
Today

Rental Consultant - Phesantekraal
Location: Cape Town
Salary: 16500 Monthly
Rental consultant - Rental consultant Phesantekraal area - Western Cape Property & Real Estate Opportunities with a leading Property Developer in the Northern Suburbs of Cape Town
3 days ago

Partnerships Administrator
Location: Cape Town
Salary:
Partnerships Administrator Based in CPT, ClaremontA leading foreign exchange intermediary, providing individuals and businesses with expert guidance and preferential rates for their international transfers. We pride ourselves on delivering a professional, personalised, and transparent service that helps our clients make the most of their money when moving it across borders.
5 days ago

Property Finance Consultant - Tygervalley
Location: Capetown
Salary: Market-related + Commission + Benefits
Property Finance consultant - Tygervalley
5 days ago

Property Finance Consultant - Kenilworth
Location: Capetown
Salary: Market-related + Commission + Benefits
Property Finance consultant - Kenilworth
5 days ago

Western Cape Property & Real Estate Opportunities
Location: Cape Town
Salary: 16500 Monthly
Rental consultant - Western Cape Property & Real Estate Opportunities with a leading Developer in the Northern Suburbs of Cape Town
6 days ago

Recruitment Consultant
Location: Cape Town
Salary:
Turn ambition into achievement.
7 days ago

Client Service Consultant

Similar jobs you might be interested in:

Create a free job alert for Client Service Consultant in CapeTown

Jobseekers

Recruiter

General