Johannesburg: Investment Services Administrator / Client Services (General Servicing) – Financial Services posted by Curiska
Posted on 2025-07-26 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: Audit Senior (JB5324) posted by Kontak Recruitment
Audit Senior JB5324 Linden, Johannesburg Office-based with travel to clientsR23 000 R30 000 CTC per monthPermanent A well-established firm seeks an Audit...
View Job
Audit Senior (JB5324)
Johannesburg: External Sales Representative – Automotive (JB5322) posted by Kontak Recruitment
External Sales Representative Automotive JB5322Johannesburg, GautengR15 000 basic Uncapped Commission Cell Allowance Fuel ReimbursementPermanentChase new...
View Job
External Sales Representative – Automotive (JB5322)
Johannesburg: Angular Developer (JB5328) posted by Kontak Recruitment
Angular Developer JB5328Rosebank, Johannesburg, Gauteng Compensation R60 000 - R100 000 per month Category Information TechnologyAre you a sharp,...
View Job
Angular Developer (JB5328)
Johannesburg North: Groups and Incentives Operations Consultant posted by Executive Placings
Leading Inbound Tour Company is looking for a Groups and Incentives Operations Consultant. This role is based in Sandton.Experience requiredMinimum of 4 5...
View Job
Groups and Incentives Operations Consultant
Johannesburg: eCommerce Manager (JB5329) posted by Kontak Recruitment
eCommerce Manager JB5329 Houghton, Gauteng R30 000 to R40 000 a month CTCPermanentA leading retail group is looking for an experienced and dynamic Ecommerce...
View Job
eCommerce Manager (JB5329)
Johannesburg South: Marketing Manager posted by BizGro
A leading Commercial Kitchen Supplier seeks an experienced qualified Marketing Manager to join their Team, based in Johannesburg South.Qualified ...
View Job
Marketing Manager
Johannesburg North: Sales Rep – Urgently needed posted by WE -Nuts
We are looking for preferably qualified female sales assistants brand representatives to start immediately for WE-Nuts in Johannesburg North Area.Kindly...
View Job
Sales Rep – Urgently needed
Johannesburg: External Account Manager – IT posted by Kontak Recruitment
External Account Manager - IT JB5336Rivonia, GautengMarket Related, plus commissionDuration PermanentAn exciting opportunity exists for a skilled External...
View Job
External Account Manager – IT
Johannesburg South: CNC Lathe Operator – Start Immediately posted by Novatek
CNC Lathe OperatorNovatek Drills Pty Ltd, a leading company in the manufacturing and sales of mining equipment situated in Robertsham, Johannesburg South,...
View Job
CNC Lathe Operator – Start Immediately
Johannesburg City: Plumber / Driver posted by Nivroc Building Contractors
We require an experienced PlumberDriver with a minimum of 3years of experience in driving and plumbing.Must be able to install electric and solar geysers...
View Job
Plumber / Driver
Johannesburg: Automotive Technician – Urgent posted by Bonafide Human Capital
Our Passenger dealer client based in Northcliff is looking to employ a qualified Technician.This position will be suited to an experienced person who can...
View Job
Automotive Technician – Urgent
Johannesburg: Customer Service Internship – Urgently needed posted by Sivuka Youth
Sivuka Youth is excited to share a Customer Service Internship opportunity, specifically designed for young graduates in South African living with...
View Job
Customer Service Internship – Urgently needed
Johannesburg City: Full-Stack Web Developer – JB5345 posted by Kontak Recruitment
Full-Stack Web Developer JB5345Fully Remote South Africa onlyR40 000 R60 000 CTC per monthPermanentA UK-based investment firm is hiring a Full-Stack Web...
View Job
Full-Stack Web Developer – JB5345
Johannesburg: IT Sales Agent posted by Cora O’Neil Recruitment Agency
Lyndhurst, Jhb IT SALES AGENT Minimum Requirements-Presentable born South African -Fully bilingual in with excellent English proficiency Afrikaans...
View Job
IT Sales Agent
Johannesburg North: Recruitment Consultant – Sales & Talent Solutions posted by Vertex Talent Acquisition
Vertex Talent Acquisition is a premier recruitment agency connecting exceptional talent with forward-thinking organizations globally. As a trusted...
View Job
Recruitment Consultant – Sales & Talent Solutions
Johannesburg City: Vending Machine Attendant – Urgently Needed posted by Always Open
We are looking for a reliable, hardworking Vending Machine Attendant to join our growing team. This role is physically demanding and requires strong time...
View Job
Vending Machine Attendant – Urgently Needed
Johannesburg North: Chartered Accountant – Statutory Reporting – Insurance /Reinsurance required posted by Moving Heads
My client is an established Insurance Company, looking for A CA with 2-3 years relevant experience and exposure to IFRS 17, SAM solvency consolidated...
View Job
Chartered Accountant – Statutory Reporting – Insurance /Reinsurance required
Johannesburg: Accountant (SAIPA) posted by Moving Heads
My client, a progressive capital Investments company based in Johannesburg North, is seeking an accountant with 5 years of experience in the full accounting...
View Job
Accountant (SAIPA)
Johannesburg North: Personal Assistant – PA – URGENTLY NEEDED posted by Corporate Dealership Placements – JHB
Personal Assistant to Franchise Director R Negotiable NorthMatric, with normal PA duties. Must be very presentable, well spoken with PA experience at...
View Job
Personal Assistant – PA – URGENTLY NEEDED
Johannesburg North: Dealer Principal – DP posted by Corporate Dealership Placements – JHB
Dealer Principal R Negotiable NorthMust currently be a DP at a motor dealership, preferably someone from a volume dealership. Complete running of the...
View Job
Dealer Principal – DP
Johannesburg North: New Car Sales Manager – URGENTLY NEEDED posted by Corporate Dealership Placements – JHB
New Car Sales Manager R 35000 - R40000 NorthOur client is looking for a top new car sales manager for Chery Omoda Jaecoo.Must have Matric, with volume...
View Job
New Car Sales Manager – URGENTLY NEEDED
Johannesburg North: Group Technology Officer posted by Corporate Dealership Placements – JHB
Group Technology Officer R75 000 R100 000 per month depending on structure and experience Johannesburg NorthBachelor degree or equivalent is essential in...
View Job
Group Technology Officer
Johannesburg City: ITIL SUPPORT ENGINEER posted by DSS Destiny
IT - SUPPORT ENGINEERMust have ITIL certification with at least 3 years of experience.
View Job
ITIL SUPPORT ENGINEER
Johannesburg City: MIDTERM AUTOMATION QA TESTERS posted by DSS Destiny
MIDTERM AUTOMATION QA TESTERSMust have 5 years of experience.
View Job
MIDTERM AUTOMATION QA TESTERS