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 to Apex TA’s, including new business, redemptions, switches, transfers, updates
• Processing rejected instructions on Graphite
• Ad hoc testing on TCube, Graphite and Web portal
• Daily monitoring the unreconciled items on Apex Reports and ensuring unallocated funds are followed up on.
• 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.
• Ensuring the Client Support mailbox is up to date, and all emails are responded to.

Technology:

• TCube, Graphite, Citrix and Standard Bank Online

Skills Required:
Knowledge 

• Excel skills are 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 effectively

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience.