Client Experience Administrator

SUMMARY:
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POSITION INFO:
Responsibilities and Duties ·            KYC “Know Your Customer”– FICA, risk rating, PEPs & due diligence ·            Opening of accounts with banking partners ·            Compliance checks and creation of documents sent to clients ·            Process flow management on the CRM system ·            Database management ·            Conversion of registrations and new FTCCs ·            Management of bank audits and remediation ·            Liaising with banks AML department and reporting of any unusual or suspicious transactions ·            Taking of incoming calls for new client queries ·            Filing and other administrator task as and when they are required ·            Liaise with relevant banking partners’ Exchange Control Departments for all South African Reserve Bank related queries Requirements Key Competencies ·            Principles and ethics: Adhering to good practice and ethical principles and values.  ·            Good work ethic with a willingness to go the extra mile and work as a team player.  ·            Must be motivated, energetic and committed to the role. ·            Meticulous: Impeccably accurate with a keen eye for detail. ·            Service delivery: Delivering results and exceeding customer expectations. ·            Excellent interpersonal skills and the ability to work effortlessly with clients and the team. Displays gravitas & emotional maturity. ·            Adaptability: Modifies approach in the face of new demands. Supports change initiatives, adjusting their actions appropriately when presented with additional information. Rises to new challenges.  ·            Efficiency: Organised with excellent diary and time management skills. Makes timely decisions and accepts accountability for own actions, working well under pressure.  ·            Committed to targets and deadlines and able to multitask efficiently. ·            Presentable: Neat, tidy, presentable and professional in appearance and manner. ·            Communication: Excellent written and oral communication ability. Impeccable telephone etiquette. Able to handle difficult client queries politely and effectively.   Qualifications & Experience  ·            Qualifications: Matric. Relevant tertiary degree \/ diploma advantageous. ·            Experience: Client liaison \/ administrative experience.