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.

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