These jobs were popular with other job seekers Cape Town North – Bellville North, Loevenstein to Durbanville Cape Town North – Bellville North, Loevenstein to Durbanville A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts is seeking for a Client Services Administrator Duties & ResponsibilitiesClient ServicesEnsure compliance- Client onboarding KYC (Know your customer), FAIS and client screening – Thisrequires a thorough understanding of the latest FICA and FAIS regulations asdetermined by the FSCA and FIC and completing the onboarding process byscreening the client through Docfox.Perform trading/subscription/redemptions/transfertasks on clients’ accounts with multiple platforms.Perform accountloading and payments including the placing of FX trades and completion of BOPforms on the Investec CCM (Corporate Cash Management account) platform.Liaise withInvestec FXEXCON team regarding client’s SDA (Single Discretionary Allowance) andFIA (Foreign Investment Allowance) relating to off share investments.Collectrevenue from specific providers on and offshore where advisor fees are notautomated.Stay up todate on product and industry knowledge by attending different traininginitiatives and communicate any training requirements to Manager.AdministrationProvideclients and Wealth Managers with Tax and reporting statements as and whenrequested.Load alltasks on the WebView task manager and update Wealth Managers on the progress oftasks.Keep CRMdatabase up to date with client information.Liaise withmultiple service providers with instructions and platform offering and changes.Participatein projects relating to service providers, client data and industry regulations.Monitor ClientServices’ mailbox and action any actionable items.Desired Experience & QualificationGrade 122-3 years’ experience as an administrator in the financialservices industryPackage & RemunerationShould you not receive a response within 14 days, please consider your application as unsuccessful.These jobs were popular with other job seekers Cape Town North – Bellville North, Loevenstein to Durbanville#J-18808-Ljbffr