Client Services Team Leader

Recruiter:

CA Financial Appointments

Job Ref:

59829

Date posted:

Tuesday, April 15, 2025

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
My client, a reputable financial services provider, is seeking a Client Services Team Leader with a

POSITION INFO:

My client, a reputable financial services provider, is seeking a Client Services Team Leader with a strong client service ethic to join their team based in the Southern Suburbs. This role entails processing of investor transactions and payments, regulatory reporting, investor reporting, conducting KYC and AML checks.

Responsibilities:

Preparation and distribution of reports to investors
Processing of investor transactions
Capturing, verifying and reconciling investor trades
Reviewing regulatory disclosures to investors
Liaising with investors to resolve queries
Requesting KYC from investors and reviewing documents via a digital KYC solution
Conducting FICA reviews on new and existing investors
Preparation, review and submission of reports to the regulator
Liaising with prime brokers, management companies and custodians to open bank accounts
Processing payments via online banking platforms
Liaising with fund managers to resolve queries
Preparation of fund minimum disclosure documents

Requirements:

Minimum of 3-5 years of experience
Strong analytical skills and an eye for detail are required
Strong client service ethic

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

Similar jobs you might be interested in:

Client Services Team Leader
Location: Cape Town
Salary: Market related
My client, a reputable financial services provider, is seeking a client services team leader with a
78 days ago

Graduate Consultant – Investment Client Services
Location: Cape Town
Salary:
43 days ago

Electrician
Location: Cape Town
Salary: 25 000 Monthly
Are you a qualified and experienced electrician looking to take the next step in your career? We are an established and reputable electrical services provider based in Cape Town, seeking an Electrician to join our dynamic team.This is an exciting opportunity for a confident, self-managed professional who thrives on responsibility, values quality workmanship, and is eager to be part of a client-foc...
Today

Key Accounts Consultant
Location: Cape Town
Salary: 300000 Annually
KEY ACCOUNTS CONSULTANT!PAROW (CAPE TOWN)! Are you a bubbly, charismatic go-getter with experience in the vehicle tracking industry?Join our dynamic client as a Key Accounts Consultant and take client relationships to the next level!If you have a knack for building trust, understanding client needs.APPLY NOW!!!!!!
Today

Senior Finance Manager
Location: Cape Town
Salary: Monthly
Our client, a well established electrical contractor who services the industrial, commercial and residential industry, requires a Senior Finance Manager to motivate and lead their finance team.Â The group has a centalised finance, debtors, creditors, HR, contracts and tenders function at their HO, located in Cape Town.
Today

Accountant
Location: Cape Town
Salary:
We are seeking a skilled Accountant to join our client’s finance team, reporting directly to the Financial Manager. This role is responsible for providing high-quality financial accounting services that support effective management of financial resources within statutory and regulatory guidelines.
Today

Treasury Trade Support
Location: Stellenbosch
Salary: Market related
My client, an established and experienced investment holdings and category 1 FSP, seeks a Treasury T
Today

Withdrawals and Claims Consultant
Location: Cape Town
Salary:
Today

Project Engineer (Technical Solutions)
Location: Cape Town
Salary:
Today

Wealth Manager
Location: Cape Town
Salary:
Today