Date | 2024-11-07 |
---|---|
Job Title | Client Services Administrator (Onboarding) – Aml/Due Diligence |
Employer | More Information |
Salary | |
Category | Admin Clerical Secretarial |
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
Client Services Administrator (Onboarding) – Aml/Due Diligence position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-11-07 in the Admin Clerical Secretarial category
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