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Johannesburg: Client Services (General Servicing) – Financial Services posted by Curiska

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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Johannesburg: Client Services (General Servicing) – Financial Services posted by Curiska

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 De

Click Go Apply to apply online!


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