Client Services Team Leader

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.