Johannesburg: Client Services (General Servicing) – Financial Services posted by Curiska
Posted on 2025-05-18 00:00:00
| Employer | Curiska |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Johannesburg |
Job Summary
-
Job Description:
An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. 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:
-
Requirements:
- 2 Years’ experience in Financial Services, preferably in Wealth Management
- Hard working
- Excellent administration and interpersonal skills
- Capability to work under pressure in order to meet deadlines
- Impeccable attention to detail
- Ability to work individually and as part of a team
Preferred:
- Awareness of anti-money laundering and client/due diligence requirements/enhanced due diligence requirements
The Role:
- Handling report requests (valuations, tax pack reports, income & expenses).
- Looking into erroneous reports (investigate incorrect data & passing to relevant team to correct and checking before confirming to client).
- Book cost updates.
- Locating cash that has been sent in by clients.
- Passing on instructions to closures or payments team.
- Taking calls and resolving clients queries.
- Reviewing and logging tax forms (W8 BEN & W8 BEN E) to client accounts.
- Passing on dealing instructions to either the dealers, relationship managers or account managers.
- Dealing with incoming post.
- Arranging for copies of original documents to be certified and originals sent back to investors.
- Updating of static data on relevant systems.
- Projects work e.g. KYC update, renewal of W8 forms.
- Maintaining and providing information to associate companies in relation to Property only accounts.
- Responsible for designated area of data within team’s data dashboard.
- Developing own procedures in a format that is easily to refer back to.
- Please send your CV to *****@*****.co.za if you are interested
Click Go Apply to apply online!
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