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?
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PRESCIENT GLOBAL

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