Vacancies

Client Service Consultant: Processing (Prescient Fund Services)

Reporting line

Team Leader

Location

Westlake, Cape Town

Business Unit

Prescient Fund Services

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The Transfer Agency Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. This team is the conduit between the client and the broader Prescient Fund Services operational teams and offers excellent exposure and opportunity.

DUTIES & RESPONSIBILITIES

New Business administration processing. Process account opening applications.
Liaising with clients on outstanding requirements
Capturing Subscription, Redemption and Switch instructions form
Handling FICA requirements and internal AML policy for all clients
Processing and setting up of broker fees
Implementing and maintaining process controls using workflow management
Recording client tax details appropriately
Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries as required
Daily Finswitch file processing

REQUIRED EXPERIENCE

Relevant experience of at least 2-4 years in a similar investor services processing role is essential.
Experience gained in a similar asset management / unit trust / LISP client service environment where your focus has been on processing investment applications.

REQUIRED QUALIFICATIONS

Relevant tertiary qualification (or study towards) a BCom, BTech Commerce, Finance, Business Administration highly advantageous.
Minimum Matric coupled with a relevant industry relate courses (NQF 5 /6 equivalent)

System Exposure

MS Office
Exposure to investment systems and workflow tools preferred

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 Transfer Agency 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

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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.

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