Client Relationship Administrator

Recruiter:

Pollock & Associates

Job Ref:

M25312J

Date posted:

Friday, May 6, 2022

Location:

CapeTown, South Africa

Salary:

CTC package offered based on level of skill and experience

JOB SUMMARY:
As CR Administrator you will support a POD of Private Wealth Managers, by managing and preparing all client case documentation, and liaising with all stakeholders to see the business through to the issue. Responsible for all client administration and case progression updates with all stakeholders, training of new hires and junior team members.

JOB DESCRIPTION:

Minimum Qualification, Experience and Skills

Prior work experience in client servicing or clear evidence of strong administration skills and handling of multiple workflows
Preferred Experience in the Offshore Wealth Management industry, with specific reference to business offshore
Matric, any related further studies and qualifications
RE1, RE5, and any other educational programs associated with wealth management
Fully computer literate
Strong comprehension and understanding of unique client circumstances and application to current scenarios
Building strong stakeholder relationships
Strong ability to prioritize multiple projects/deadlines
Attention to detail
High-Stress tolerance
Strong numerical skills
Adaptable in thinking and approach
Solutions orientated
Excellent communication skills

Key Role Responsibilities

Full responsibility for the case preparation, signing off internally and submission to Providers
Effective chasing of the business pipeline through to issued business
Responsible for managing, reporting and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business
Implementing transactions for new and existing clients by interacting with the Private Wealth Managers
Full support of the sales team, operating as a member of the POD, to assist with the full client onboarding and case management process
Chasing internal case compliance requirements to facilitate and speed up case sign off
Once a case is at sign off, prepare a courier, or DocuSign
Ensure clients are kept up-to-date on events and transactions
Drafting and sending correspondence to clients and external Providers
Ensuring that client files and transactions are fully compliant, including all legislation changes
Liaising with Private Wealth Managers and trust companies to ensure accuracy of documentation and tracking of dealing instruction (execution and issued)
Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates

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