Client Service Administrator - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 18-10-2016 7:40:25 AM
31-10-2016 9:42:47 AM
This is the opportunity to work for SA’s top privately held Investment and Asset Management firm.

Duties:

Verify and capture investment instructions via workflow system
Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)
Amendments to existing client information (investors, advisors, employers)
FICA requirements complied with (where relevant)
Ensuring all incoming work is captured within required turnaround times and before relevant cut off times.
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently.
Servicing brokers, financial advisors and clients

Requirements:

Bcom in finance
Client Service or related industry experience