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

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

Similar jobs you might be interested in:

Client Relationship Manager: Coastal Region
Location: Cape Town
Salary:
Christopher group is looking for a client relationship Manager: Coastal Region!!!1. Company: Christopher Finance (Pty) LtdChristopher Finance (Pty) Ltd is a leading medico legal finance company specializing RAF Personal Injury claims and Medical Negligence cases in South Africa. With a commitment to delivering exceptional client-focused services, we are currently seeking an experienced and dedicat...
23 days ago

FUND OPERATIONS ADMINISTRATOR
Location: Cape Town
Salary: Market related
FUND OPERATIONS administrator - Century City, Cape Town R30 000 - R40 000 Per Month Negotiable ba
21 days ago

Investment Client Onboarding Manager
Location: Cape Town
Salary:
22 days ago

Client Onboarding Manager
Location: Cape Town
Salary: Market related
Our client who operates in the investment space seeks a client Onboarding Manager who will act as re
24 days ago

Electrical Project Manager
Location: Wetton, Western Cape
Salary: R20,000 - R25,000 CTC Per Month
Electrical Project Manager
Today

FX Support/Junior Administrator
Location: Cape Town
Salary: 20000 Monthly
Our client, based in Northern Suburbs Cape Town, is seeking an FX Support/Junior administrator to perform all FX intermediary operations. Your working hours will be dedicated to the operation of the FX business and being available during working hours, by phone and e-mail, to assist clients and potential clients and act as support to FX team.
Today

Fund specialist
Location: Cape Town
Salary: 600000 Annually
Elevate Your Career: Become a Fund Specialist and Drive Investment Innovation!
Today

Short Term Commerical & Personal Line Broker
Location: Stellenbosch, Western Cape
Salary: Market related
Short Term Commerical & Personal Line Broker
Today

Sales Engineer
Location: Paarl
Salary: 600 000 Annually
Are you passionate about sales and have a keen interest in the dynamic world of the packaging industry? âHere is your chance to join one of South Africa’s top packaging manufacturing companies as a Sales Engineer, where your technical prowess and sales acumen will be pivotal in driving growth and fostering lasting client relationships. They’re seeking a results-oriented individual re...
1 day ago

Facilities Key Accounts Manager - HVAC
Location: Cape Town
Salary:
Responsible for delivering multiple contracts and to achieve the elements of each contract within the contract budget, agreed upon time schedules, statutory requirements, customer satisfaction, and promoting AFMS group performance and reputation to clients Responsible for supporting AFMS group business development strategy, identifying and maximising new business opportunities To be the ...
1 day ago

Client Relationship Administrator

Similar jobs you might be interested in:

Create a free job alert for Client Relationship Administrator in CapeTown