Client Services Administrator

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