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Apex Group
Client Services AdministratorApex Group • Bellville, ZA
Client Services Administrator

Client Services Administrator

Apex Group • Bellville, ZA
30+ days ago
Job description

Description

  • To provide daily and monthly administrative support to ensure that a high standard of quality is maintained in operational processes related to servicing clients.

Job specification

People:

  • Ability to communicate with a variety of individuals on all levels to obtain and confirm information
  • Maintain high level of professionalism, competence and confidentiality
  • Build positive and productive client relationships
  • Liaise with clients’ partners, admin and finance teams
  • Work effectively in a team.

Processes:

  • Call Centre - receiving and making calls to clients, partners, brokers and administrators
  • CIS transactions – forward, including new business, redemptions, switches, transfers, updates
  • Processing rejected instructions on
  • Adhoc testing on Systems and Web portal
  • Daily monitoring the unreconciled items on Silica Reports
  • FICA where applicable
  • Liaise with partners, investors
  • Investor and broker queries
  • Liaise with admin and system administrators
  • Ensure that all necessary information is maintained and updated in a database for easy access.
  • Distribute portfolio information where and to whom required
  • Ad-hoc admin tasks
  • Assist with risk identification
  • Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the administrator
  • Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs.

Skills Required:

  • Relevant diploma or degree
  • Minimum of 2 years relevant experience Critical Competencies Knowledge
  • Excel skills is essential
  • Basic understanding of unit trusts and investments
  • Accuracy and attention to detail is critical
  • Keep up to date with regulatory changes Skills
  • An ability to work accurately under pressure to meet deadlines;
  • An ability to take initiative and work independently;
  • Attention to detail
  • Ability to communicate effectively at various levels;
  • An ability to think analytically and identify and solve problems
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Client Services Administrator • Bellville, ZA

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