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Johannesburg: Client Services Administrator (Onboarding) – Aml/Due Diligence posted by Curiska

Date 2024-11-16
Job Title Client Services Administrator (Onboarding) – Aml/Due Diligence
Employer Curiska
More Information
Salary 22000
Category Finance Accounting
Location Gauteng
/ Johannesburg

Job Summary

HIRING: Client services administrator (ACCOUNT OPENING – AML/DUE DILIGENCE) – ROSEBANK

Job Description:

An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.

Skills &

Requirements:

Essential:

2 Years experience in Financial Services, preferably in Wealth Management

Good technology skills and awareness, solid working experience of key Microsoft Office applications

Knowledge of AML & Due Diligence

Preferred:

Awareness of anti-money laundering and know your client/due diligence requirements

The Role:

Opening of client accounts

Dealing with a variety of client queries

Updating of static data on internal systems

Collating due diligence documentation

Keeping records of payments, journals and stock transfers

Providing clients with online access

Creation of client correspondence, when necessary

Remediation project work

Please send your CV to Curiska
Client Services Administrator (Onboarding) – Aml/Due Diligence position available in Gauteng, Johannesburg. This job position was posted by Curiska. The job has been posted as a premium ad on 2024-11-16 at 13:02:01 in the Finance Accounting category

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