CIS CLIENT SERVICES ADMINISTRATOR

Recruiter:

HR Genie

Job Ref:

1222 BCI CSIAD

Date posted:

Sunday, October 30, 2022

Location:

Cape Town, South Africa

Salary:

R31.5k per month

JOB SUMMARY:
Client Services, Investment, Administrative, Microsoft Office, Communication, Planning, Organizing

JOB DESCRIPTION:

Your relevant diploma or degree and a minimum of 5 years client services specialist experience is required to fullfill the following duties:

People

Ability to communicate with a variety of individuals on all levels to obtain and confirm information
Maintain important 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

Attending to emails received in client services mailbox – direct clients, LISPs and financial advisors
Logging client queries on Silica AWD
Processing rejected instructions on AWD
Answer incoming calls and respond to customer’s emails
Responding to escalated calls, queries and emails
CIS transactions – forward to Silica, including new business, redemptions, switches, etc.
FICA – having a clear understanding of current legislations with regard to POPI
Liaise with VIP clients, 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
Assist with risk identification
Contribute to efficient CI operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by admin service providers
Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs
Backup to Head of Client Administration
Adhoc testing on Silica, AWD and Web portal

Reconciliations

Daily monitoring of the unreconciled items on Silica Reports Adhoc

Fund Administration: Linked Investment Service Provider(“LISP”)

Providing statements to LISPs
Backup to LISP Administrator

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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CIS CLIENT SERVICES ADMINISTRATOR

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