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Client Service Consultant: Processing (Prescient Fund Service needed at Prescient

Job title : Client Service Consultant: Processing (Prescient Fund Service

Job Location : Western Cape, Cape Town

Deadline : April 07, 2024

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DUTIES & RESPONSIBILITIES

  • New Business administration processing. Process account opening applications.
  • Liaising with clients on outstanding requirements
  • Capturing Subscription, Redemption and Switch instructions form
  • Handling FICA requirements and internal AML policy for all clients
  • Processing and setting up of broker fees
  • Implementing and maintaining process controls using workflow management
  • Recording client tax details appropriately
  • Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries as required
  • Daily Finswitch file processing

REQUIRED EXPERIENCE

  • Relevant experience of at least 2-4 years in a similar investor services processing role is essential.
  • Experience gained in a similar asset management / unit trust / LISP client service environment where your focus has been on processing investment applications.

REQUIRED QUALIFICATIONS

  • Relevant tertiary qualification (or study towards) a BCom, BTech Commerce, Finance, Business Administration highly advantageous.
  • Minimum Matric coupled with a relevant industry relate courses (NQF 5 /6 equivalent)

System Exposure

  • MS Office
  • Exposure to investment systems and workflow tools preferred 

KEY COMPETENCIES

  • Highly methodical and can working within specific processes and structure
  • Ability to work under limited supervision
  • Positive team player 
  • Enthusiastic and client centric attitude
  • Excellent communication skills both written and verbal
  • Accuracy and attention to detail
  • Ability to work under pressure
  • Honesty and integrity

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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