Cape Town: Client Experience Administrator posted by K2 Recruit

About the Role

Our client is a leading foreign exchange intermediary, providing individuals and businesses with expert guidance and preferential rates for their international transfers. They pride themselves on delivering a professional, personalised, and transparent service that helps their clients make the most of their money when moving it across borders.

Key Responsibilities

• KYC Know Your Customer FICA, risk rating, PEPs & due diligence
• Opening of accounts with banking partners
• Compliance checks and creation of documents sent to clients
• Process flow management on the CRM system
• Database management
• Conversion of registrations and new FTCCs
• Management of bank audits and remediation
• Liaising with banks AML department and reporting of any unusual or suspicious transactions
• Taking of incoming calls for new client queries
• Filing and other administrator tasks as and when required
• Liaise with relevant banking partners Exchange Control Departments for all South African Reserve Bank related queries

Requirements

• Principles and ethics: Adhering to good practice and ethical principles and values.
• Good work ethic with a willingness to go the extra mile and work as a team player.
• Must be motivated, energetic and committed to the role.
• Meticulous: Impeccably accurate with a keen eye for detail.
• Service delivery: Delivering results and exceeding customer expectations.
• Excellent interpersonal skills and the ability to work effortlessly with clients and the team. Displays gravitas & emotional maturity.
• Adaptability: Modifies approach in the face of new demands. Supports change initiatives, adjusting their actions appropriately when presented with additional information. Rises to new challenges.
• Efficiency: Organised with excellent diary and time management skills. Makes timely decisions and accepts accountability for own actions, working well under pressure.
• Committed to targets and deadlines and able to multitask efficiently.
• Presentable: Neat, tidy, presentable and professional in appearance and manner.
• Communication: Excellent written and oral communication ability. Impeccable telephone etiquette. Able to handle difficult client queries politely and effectively.

Qualifications

Matric. Relevant tertiary degree / diploma advantageous.

Salary & Benefits

Salary details not specified.