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Cape Town: Operations Support (Green Point) posted by Datafin



Datafin



Western Cape



Other IT/Computer

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Job Description

Operations Support (Green Point)IT – Support
Cape Town – Western Cape – South Africa

ENVIRONMENT:
Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.
DUTIES:
  • Assist with onboarding, investment proposals & client queries
  • Manage CRM updates & documentation
  • Ensure compliance with FSCA standards
  • Maintain service excellence across all touchpoints
REQUIREMENTS:
  • Relevant Bachelors Degree
  • Strong MS Office & MS Teams skills
  • RE exam qualification (advantageous)
  • Preference for BEE candidates
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