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Johannesburg: Client Services (General Servicing) – Financial Services

Johannesburg: Client Services (General Servicing) – Financial Services

Posted on 2025-04-17 00:00:00

Employer Unspecified
Category Accounting / Finance
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 client’s 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.

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