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Client Service Consultant: Authoriser (Prescient Fund Services)
BFV Service GmbH
South Africa, Cape Town
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Client Service Consultant: Authoriser (Prescient Fund Services) You will be part of a large client service operational environment in a team that is specifically focused on scaling up and improving efficiencies and delivery in the team. DUTIES&RESPONSIBILITIES Accurate review of all new business captured into Administration system. Accurate review&authorise of account opening applications. Review and authorise of processing and review the setting up of broker fees is correct Review&authorise that the recording client tax details appropriately Authorise all flows before end of day and clear all inboxes and report daily Authorise all flows before SLA deadlines Strong focus on ensuring Quality of all capturing Subscription, Redemption and Switch instructions Strong adherence to understand and apply all business rules handling FICA requirements and internal AML policy for all clients Strong adherence to review and implementing and maintaining process controls using workflow management Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries Ensure the correct capturing of all regulatory classifications (FICA, FATCA, ASISA, SARB) Provide feedback to Management regarding training requirements within bigger team Provide weekly feedback on errors in Team and provide trends and analysis of it Minimise and escalate Incidents Act as back up for Processing and perform duties across Manage and execute all workflow items daily Overall skill to identify and highlight internal training gaps REQUIRED EXPERIENCE Relevant experience of at least 2-4 years in an Authorising role in Investor Services environment is essential. Experience gained in a similar asset management / unit trust / LISP REQUIRED QUALIFICATIONS Relevant tertiary qualification (or study towards) a BCom, BTech, Finance, Business Administration highly advantageous. Minimum Matric coupled with relevant industry relate courses (NQF 5/6 equivalent) 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 WHY THIS ROLE? This is a great opportunity to apply your skills and experience in the Unit Trust Client service team of a leading Fund Services provider. This role offers excellent exposure and learning in a critical client service position. INTERESTED? APPLY NOW Nationality Position Client Service Consultant: Authoriser (Prescient Fund Services) Your CV Your Academic Transcript By applying for a role at Prescient, you explicitly acknowledge and understand, that we, our appointed third-party service providers whom we utilise to facilitate requisite background checks, verifications and screenings, will collect and process your personal information. For more information on the type of data that we will collect and process, either in-house or by our third party appointed service providers, please click here to access our Group Data Privacy Policy. Retention of your personal information is governed by the Prescient Retention Policy. Thank you for your application. We will review and get back to you as soon as possible. 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