Client Services Administrator (Account opening)

Hiring : Client Services Administrator – Account Opening Standard

Location : Johannesburg

Job Type : Full-time

Start Date : ASAP

Company Overview

Join a rapidly growing financial services firm in Johannesburg that provides comprehensive support to portfolio managers. This role offers the opportunity to work in a dynamic and professional environment focused on delivering exceptional client service.

Key Responsibilities

Opening of new client accounts in accordance with internal procedures

Handling and resolving a range of client queries efficiently and professionally

Updating and maintaining static data on internal systems

Collating, reviewing, and maintaining due diligence documentation

Assisting clients with setting up and managing online access

Drafting and distributing client correspondence when required

Participating in remediation project work as assigned

Essential Skills & Requirements

Minimum of 2 years’ experience in financial services, ideally within wealth management

Strong administrative and interpersonal skills

High level of attention to detail and organisational skills

Capable of managing multiple priorities and re-prioritising as needed

Good understanding of technology and financial systems

Preferred Skills

Knowledge of anti-money laundering (AML) regulations and Know Your Client (KYC) due diligence requirements