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Cape Town City Centre: Investment Client Service Specialist

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Job Description

About the Role

Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported.

Key Responsibilities

  • Ensure a positive and professional client service experience across various channels such as phone, email, online, and in-person
  • Provide exceptional client service for individuals, trusts, charities, and corporate entities
  • Validate KYC documentation and follow up on onboarding progress with administrators
  • Undertake client due diligence checks and determine the nature and level of due diligence required to comply with Anti-Money Laundering Regulations
  • Proactively follow up and assist clients in obtaining outstanding information where applicable
  • Assist clients with the completion of forms and obtaining any other relevant information

Requirements

  • Solid grasp of Anti-Money Laundering Regulations
  • Understanding of the AML requirements for a wide range of client types
  • Relevant business degree and/or job-related experience

Qualifications

[No formal education mentioned in original, so SKIP this entire section]

Salary & Benefits

[If salary details are not mentioned in original, SKIP this entire section] [If benefits or other compensation details are not mentioned, SKIP this entire section]

How to Apply

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

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Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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