Job Summary
HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK
Job Description:
An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.
Skills & Requirements:
Essential:
2 Years’ experience in Financial Services, preferably in Wealth Management
Good technology skills and awareness, solid working experience of key Microsoft Office applications
Knowledge of AML & Due Diligence
Preferred:
Awareness of anti-money laundering and know your client/due diligence requirements
The Role:
Opening of client accounts
Dealing with a variety of client queries
Updating of static data on internal systems
Collating due diligence documentation
Keeping records of payments, journals and stock transfers
Providing clients with online access
Creation of client correspondence, when necessary
Remediation project work
Please send your CV to info@curiska.co.za if you are interested.
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