Client Services Administrator - Johannesburg, South Africa - Dynexity

Dynexity

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

My client in Financial Services industry is looking for a Client Services Administrator to join their team in JHB. Required completed Degree with minimum 3 years experience in Financial Services, preferably in Wealth Management.

You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relations with clients and ensures that the business is able to deliver outstanding service.

Role:

Strong knowledge of offshore investments admin
Strong knowledge of KYC/ FICA /FAIS and AML
Handling report requests (valuations, tax pack reports, income & expenses)
Reviewing and logging tax forms (W8s/W9s) to client accounts
Passing on dealing instructions to either the dealers, relationship managers or account managers