invoices on Trading 1
Duties
Scope of work
Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for for a client services administrator to join a rapidly growing financial services firm based in Rosebank
Essential:
• 2 Years’ experience in Financial Services, preferably in Wealth Management • Hard working
• know your client/due diligence requirements
The Role:
• Opening of client accounts
• accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
•
Overview:
Our client, a well-established hedge fund manager, with a long history delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role high service levels and building positive client relationships. Responsibilities include client onboarding onboarding and effectively managing all client queries.
Responsib
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listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
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