Vacancies

Client Service Consultant: Authoriser (Prescient Fund Services)

Reporting line

Team Leader

Location

Westlake, Cape Town

Business Unit

Prescient Fund Services
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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?
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WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

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SUGGESTED TERMS

  • Investor Application
  • Stockbroker
  • Factsheet
  • Retirement Fund Solutions