Client Service Specialist at Robert Walters

• A boutique investment manager is looking for a top Client Services Specialist to join their expanding team in Johannesburg. This is a full-time, permanent, in-office opportunity offering long-term career growth.
• As the Client Services Specialist, you’ll play a pivotal part in ensuring seamless client service across multiple channels by leveraging your knowledge of KYC compliance, regulatory reporting and investor relations.
• Within this forward-thinking organisation, you’ll benefit from ongoing training opportunities designed to enhance your professional growth. Their workplace culture prioritises collaboration, knowledge sharing and development, ensuring you’ll thrive both personally and professionally.\

Key qualifications and experience required for the Client Service Specialist:

• Bachelor’s degree in relevant subject matter (i.e., finance or investment etc.)
• 4+ years’ experience in a client-facing role within financial services
• Demonstrated expertise in KYC regulations, anti-money laundering protocols and investor due diligence practices
• Proven ability to validate KYC documentation thoroughly while maintaining adherence to regulatory compliance requirements
• Strong proficiency in Microsoft Office Suite
• Experience using KYC platforms or CRM systems is highly advantageous

Key duties of the Client Service Specialist:

• Deliver exceptional client service by promptly and professionally addressing investor queries across various channels.
• Process investor transactions with accuracy, ensuring compliance with internal controls and regulatory standards.
• Conduct thorough KYC and AML checks, validating and maintaining up-to-date investor documentation.
• Assist investors with onboarding, including form completion, progress updates and follow-ups on outstanding requirements.
• Prepare detailed investor reports and regulatory submissions in line with industry standards and company policies.
• Escalate urgent issues to relevant stakeholders for swift resolution while maintaining clear communication records.
• Collaborate with internal teams to streamline onboarding processes and address operational challenges.
• Provide clients with technical support on investment products, enabling informed decision-making.
• Identify opportunities to enhance client service processes and contribute to operational improvements.

Key personal skills:

• Highly organised with solid ability to work under pressure
• A solution-oriented mindset
• Exceptional written and verbal communication skills in English