Client Services Administrator Job in Johannesburg, Gauteng at Dynexity –

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.

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

About the Company

Company: Dynexity –

Company Location:  Johannesburg, Gauteng

Estimated Salary: