Client Services Administrator at Apex Group

Description

• To provide daily and monthly administrative support to ensure that a high standard of quality is maintained in operational processes related to servicing clients.

Job specification 

​People:

• Ability to communicate with a variety of individuals on all levels to obtain and confirm information
• Maintain high level of professionalism, competence and confidentiality
• Build positive and productive client relationships
• Liaise with clients’ partners, admin and finance teams
• Work effectively in a team.

Processes:

• Call Centre - receiving and making calls to clients, partners, brokers and administrators
• CIS transactions – forward, including new business, redemptions, switches, transfers, updates
• Processing rejected instructions on
• Adhoc testing on Systems and Web portal
• Daily monitoring the unreconciled items on Silica Reports
• FICA where applicable
• Liaise with partners, investors
• Investor and broker queries
• Liaise with admin and system administrators
• Ensure that all necessary information is maintained and updated in a database for easy access.
• Distribute portfolio information where and to whom required
• Ad-hoc admin tasks
• Assist with risk identification
• Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the administrator
• Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs.

Skills Required:

• Relevant diploma or degree
• Minimum of 2 years relevant experience Critical Competencies Knowledge
• Excel skills is essential
• Basic understanding of unit trusts and investments
• Accuracy and attention to detail is critical
• Keep up to date with regulatory changes Skills
• An ability to work accurately under pressure to meet deadlines;
• An ability to take initiative and work independently;
• Attention to detail
• Ability to communicate effectively at various levels;
• An ability to think analytically and identify and solve problems