Johannesburg: Investment Services Administrator / Client Services (General Servicing) – Financial Services posted by Curiska
Posted on 2025-07-04 00:00:00
Employer | Curiska |
---|---|
Category | Other Finance/Accounting |
Location | Gauteng / Johannesburg |
Job Summary
-
Job Title: Investor Services Administrator / Client Service
An excellent opportunity exists for an Investor Services Administrator to join a dynamic and growing wealth management firm. This role sits within our high-performing client services team and plays a key part in delivering the outstanding support our portfolio managers and clients expect.
As a valued team member, you will help ensure that operational processes run smoothly, client queries are handled with care and professionalism, and service standards are maintained at the highest level.
Key Responsibilities
-
Handle and process client report requests (e.g., portfolio valuations, income and expenses, tax packs).
-
Investigate discrepancies in reporting and collaborate with internal teams to correct errors.
-
Process book cost updates and assist in cash allocation for client funds received.
-
Manage and pass on instructions for client account closures, payments, and dealing activities.
-
Review, validate, and log tax forms (W8 BEN/W8 BEN E) to client accounts.
-
Answer inbound calls and assist with client queries in a prompt and professional manner.
-
Support KYC refresh projects and due diligence documentation (e.g., renewals of W8 forms).
-
Ensure accurate and timely updates to static client data across internal systems.
-
Arrange for certification and return of client documents as needed.
-
Maintain accurate records and contribute to team data dashboards.
-
Assist with internal projects and support associate companies with relevant property account queries.
-
Develop and maintain your own reference procedures for consistency and efficiency.
Requirements
-
Minimum of 2 years experience in financial services, preferably in wealth management or investment administration.
-
Strong administrative skills with exceptional attention to detail.
-
High level of integrity and professionalism in client interactions.
-
Ability to manage multiple tasks and work effectively under pressure.
-
Strong interpersonal and communication skills.
-
Comfortable working both independently and collaboratively in a team environment.
Preferred Skills & Knowledge
-
Awareness of anti-money laundering (AML) regulations and client due diligence (CDD/EDD) procedures.
-
Familiarity with investment platforms and reporting systems is advantageous.
-
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Johannesburg
More jobs in Gauteng
Browse Other Finance/Accounting Jobs
Browse Curiska Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Johannesburg: Financial Advisor – Certified posted by Discovery
Are you a Certified Financial Adviser looking to grow your business?Discovery offers a powerful partnership model designed to help advisers elevate their...
View Job
Financial Advisor – Certified
Johannesburg North: Debt Collections Agent – Urgently needed posted by Lebone Risk Solutions
Requirements Must have Matric or NQF Level 4 A minimum of 2 years Debt collections experience. Ideally with Municipal Government debt. 2 - 3 years...
View Job
Debt Collections Agent – Urgently needed
Johannesburg: Retail Store Manager
The role is for a Store Manager role is available for a furniture and decor retail store in Alberton. Duties Provide exemplary customer service through...
View Job
Retail Store Manager
Johannesburg: Junior Mechanical Technician/Engineer (mining)
Mechanical Technician Undergound mining Johannesburg, travel to sites in Mpumalanga, Gauteng, and Limpopo. Junior Mechanical EngineerTechnician is required...
View Job
Junior Mechanical Technician/Engineer (mining)
Johannesburg: Intelligence Officer
Conduct thorough investigations into criminal activities and related incidents. Manage and develop relationships with informants, while overseeing...
View Job
Intelligence Officer
Johannesburg: Financial Accountant
Job Company Description A globally respected engineering and construction firm delivering critical infrastructure solutions across energy, water, and...
View Job
Financial Accountant
Johannesburg: International Accountant
This dynamic company is expanding its footprint across Africa and is looking for a strategic and solution-driven General Accountant to join its...
View Job
International Accountant
Johannesburg: Certification Engineer
New job opportunity available for a seasoned Certification Engineer with experience in formal testing, certification and approval techniques non-negotiable...
View Job
Certification Engineer
Johannesburg: CNC Programer/ Setter on Milling
Qualified Turner 3 to 4 Axes Experience in jobbing environment Work to 500 tolerance from a drawing Mastercam programming
View Job
CNC Programer/ Setter on Milling
Johannesburg: External Sales Representative
Minimum Requirements Minimum 4 years of sales experience preferably in wholesale cleaning equipment, hygiene or chemical or a related industry. Proficiency...
View Job
External Sales Representative
Johannesburg: Data Science and Analytics Manager
PBT Group is seeking an experienced and strategic Data Science and Analytics Manager to lead its data-driven transformation journey. This individual will...
View Job
Data Science and Analytics Manager
Johannesburg: Service Charge Reconciliation Analyst (Must Speak Fluent German) – Johannesburg
Requirements Experience Minimum of 2 years experience in accounts payable, lease administration, or real estate finance. Familiarity with service charge...
View Job
Service Charge Reconciliation Analyst (Must Speak Fluent German) – Johannesburg
Johannesburg: Marketing Executive
Job Summary We are seeking a creative, results-driven Marketing Executive. The ideal candidate will be responsible for supporting the planning, execution,...
View Job
Marketing Executive
Johannesburg: SENIOR FULL STACK C# DEVELOPER – FULLY REMOTE UP TO R1.1M PER ANNUM
A global technology firm powering global finance through engineering excellence is on the hunt for a highly skilled Senior Full Stack C Developer to join...
View Job
SENIOR FULL STACK C# DEVELOPER – FULLY REMOTE UP TO R1.1M PER ANNUM
Johannesburg: Sales Representative / Key Account Specialist (Signage/Graphics exp)
The Key Accounts Specialist plays a pivotal role in driving the commercial success of the company. The incumbent will be responsible for daily engagement...
View Job
Sales Representative / Key Account Specialist (Signage/Graphics exp)
Johannesburg: Senior Data Analyst
PBT Group is seeking a highly skilled Senior Data Analyst to drive data-driven decision-making and enable meaningful insights across the business. The...
View Job
Senior Data Analyst
Johannesburg: Monitoring and Evaluation Specialist
Monitoring and Evaluation Specialist Sandton Our client seeks the expertise of a Monitoring and Evaluation Specialist with at least 7 years experience....
View Job
Monitoring and Evaluation Specialist
Johannesburg: Junior Legal Advisor
Functions Responsible for drafting, reviewing and assisting with the negotiation of various commercial contracts. Draft and drive transactional agreements....
View Job
Junior Legal Advisor
Johannesburg: C# DEVELOPER – JOHANNESBURG (ONSITE) UP TO R600K PER ANNUM
A South African insurance provider is on the lookout for a C Developer who thrives on scalable architecture building intuitive, efficient systems that...
View Job
C# DEVELOPER – JOHANNESBURG (ONSITE) UP TO R600K PER ANNUM
Johannesburg: SIte agent
Job Title Site Agent Location Johannesburg Marshall Street Remuneration Market Related Academic Qualification Grade 12 Drivers License Bachelors Degree ...
View Job
SIte agent
Johannesburg: PAYROLL SUPERVISOR
Our client, a leader in the Hotel and Casinos industry is seeking an experienced Payroll Supervisor to join their team based in Johannesburg. MINIMUM...
View Job
PAYROLL SUPERVISOR
Johannesburg: Sales Intern
Bachelors Degree or equivalent in Sales or Related Qualification is required. A Graduate that has completed their studies in the last 3 years. 0-1 year...
View Job
Sales Intern
Johannesburg: DV 14616 – Finishing Foreman
Employer Description The company is a Property Development firm that undertakes a variety of Residential projects. Job Description As the Wetworks Foreman,...
View Job
DV 14616 – Finishing Foreman
Johannesburg: Junior Bookkeeper
Duties and responsibilities Process and record day-to-day financial transactions sales, receipts, payments Reconcile bank and supplier statements Maintain...
View Job
Junior Bookkeeper
Johannesburg: Enrolled Nurse
Nursing Emergencies is looking for Rns and Ens for locums around Gauteng in Private hospital sector
View Job
Enrolled Nurse