Fresh Jobs at Prescient

Purpose of role:

• The Transfer Agency Client Service team aims to provide excellent levels of client service to all investors in a timely and accurate manner. Recognising its key position as the conduit between the client and the broader Prescient Fund Services operational teams. As part of the onboarding function of the broader client service team you will be responsible for performing all duties relating to the client onboarding process for individuals and legal entities.

Duties and responsibilities:

• Client onboarding process and account creation for individuals and legal entities which includes Docfox (KYC application) and the unit registry system across all management companies where administration is performed.
• Perform validation checks on the Client documents submitted for onboarding a new investor to ensure the necessary FICA requirements are met in accordance with the FIC and the relevant RMCP before loading investor onto the unit registry system. Ensure all client accounts are loaded and authorised in Docfox.
• Follow-up on outstanding information/documents with the Client and deliver exceptional client service, by providing Client with regular feedback.
• Ensure all new clients are created in the unit registry system according to the capturing standard.
• Ensure the correct capturing of all regulatory classifications (FATCA, ASISA, SARB). 
• Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately.
• Ensuring daily individual checklist have been updated by administrators and handed to Team Leader for final sign-off.
• Work with Compliance and Internal audit to ensure adherence to the FICA RMCP.
• Submit all High-Risk clients to Compliance and review that it is completed.
• Review all static data change requests and perform relevant client call backs to verify the changes.
• Implementing and maintaining process controls using workflow management. Ensuring all items have relevant comments for audit purposes and escalate any aged items. Ensure there are no aged items in individual queues.
• Review all current clients and remediate where FICA requirements are not met.

Required experience:

• Relevant experience of at least 1-2 years a related role where you have dealt with all processes relating to client onboarding.
• Sound foundational understanding and exposure to the various applicable legislation including but not limited to:
• UT Manco environment and operations
• ICA, DWT, FATCA

Required qualifications: 

• Relevant tertiary qualiofi8cations preferred. Matric as a minimum.

Key Competencies: 

• Highly methodical and can working within specific processes and structure.
• Ability to work under time pressure around submission deadline times.
• Highly organized and good time management skills.
• Strong problem-solving ability.
• Ability to work under limited supervision.
• Positive team player.  
• Enthusiastic and client centric attitude.
• Excellent communication skills both written and verbal.
• Accuracy and attention to detail.
• Honesty and integrity.

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Purpose of role:

• Part of the Business Development team, this role works closely with the Head of Business Development and country Business Development Manager in all aspects relating to business development and new client engagements.
• The Business Development Associate must support business growth through implementing business development activities in the fund services market in accordance with the organisational sales targets and strategies.

Duties and responsibilities:

Business Development – by understanding the core admin and platform services PFS Provides, you will need to be able to provide technical support as part of the business development function which will amongst others, include:

• Provide support and represent alongside the Business Development Manager on relevant pitches and proposals.
• Provide support in due diligence requirements and requests for new business opportunities, supporting the Business Development Manager.
• Produce a client/prospect pitch “cheat sheet” for each relevant opportunity.
• Research the fund admin and platform industry and identify targets / proactive research and providing support to the Business Development Manager.
• Provide relevant BD reporting requirements on presales initiatives, including pipeline status, opsco, exco and board reporting as required, to the Business Development Manager submitted by the agreed reporting deadline.
• Documenting and supporting the Salesforce lifecycle including coordination with weekly opportunity, action plans, action items and dashboard monitoring and updating, using reports, dashboards and AI integration as required.
• Liaising on product development next steps as moving within stages in Salesforce – coordinating KYC&DD and Legal & Compliance stages / roles).
• Marketing liaising, BD pitch team alignment, setup with BD Coordinator and celebratory framework positioning for BD led initiatives.
• Team Interaction -The key objective to work on a collaborative basis, ensuring that the team remains cohesive and successful.
• Always operate within the Prescient value system (internally and externally).
• Deal with people as partners, with respect, an open mind and fairness.
• Contribute positively to morale and be solution driven.
• Collaborate across divisions and suggest and implement process and systems enhancements.
• Coordination of the onboarding process and managing internal checklist utilising Salesforce, Action Plans and Client Delivery administrator support.

Relationship building, able to positively influence all relevant stakeholders:

• Relationship building, external – Form successful partnerships with clients, service providers, external stakeholders which result in increased sales for PFS, including spreading of positive influence in dealing with the stakeholders.
• Maintain involvement in industry and networking bodies in order to maintain knowledge of funds landscape and changes in general market product offerings.

Required experience and qualifications: 

• 3-5 years’ experience in a Fund Services environment where you have worked with clients, dealing with client queries, business development support functions with the required sales aptitude to grow into a Business Development role.
• Related tertiary financial qualification (BCom / similar) is essential.

Key competencies: 

• Positive, team player who displays empathy and high levels of emotional awareness.
• Ability to work under limited supervision. Self-driven and self-managed.
• Excellent listening skills.
• Enthusiastic and client centric attitude. Able to build rapport with both internal and external stake holders.
• Ability to work under pressure.
• Honesty and integrity.
• Accuracy and attention to detail.
• Excellent communication skills both written and verbal

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Purpose of role:

• The FICA Remediation Team Leader is responsible for leading and managing a dedicated remediation team to ensure that all existing client records meet current FICA, AML, and internal compliance standards.
• This role will drive remediation initiatives across investor books, ensuring completeness, accuracy, and regulatory compliance of client data, while maintaining strong stakeholder engagement and operational efficiency. The successful candidate will play a key role in managing regulatory risk, improving processes, and embedding a strong compliance culture within the team.

Duties and responsibilities:

Team Leadership & Delivery:

• Lead, mentor, and develop a team responsible for FICA/KYC remediation activities.
• Manage daily workflow, capacity planning, and prioritisation of remediation cases.
• Monitor team performance against SLAs, quality standards, and regulatory deadlines.
• Provide ongoing coaching, training, and performance feedback to team members.
• Foster a high-performance, compliance-driven culture within the team.

FICA Remediation & Compliance: 

• Oversee the end-to-end remediation of client records to ensure full compliance with FICA, AML, FATCA, and CRS requirements.
• Ensure all required documentation is obtained, validated, and accurately recorded.
• Manage risk-based reviews, including high-risk and complex client cases.
• Ensure adherence to internal policies, procedures, and regulatory frameworks.
• Maintain audit-ready records and support internal and external audit processes.

Operational Oversight:

• Ensure remediation activities are completed accurately and within defined timelines.
• Monitor and improve operational processes to enhance efficiency and reduce risk.
• Identify trends, gaps, and risks within remediation activities and implement corrective actions.
• Ensure appropriate controls and workflows are in place to mitigate operational and compliance risk.

Stakeholder Engagement:

• Work closely with Compliance, Risk, and Client Service teams to drive remediation outcomes.
• Engage with internal stakeholders to resolve complex remediation queries.
• Provide regular updates and reporting on remediation progress, risks, and key metrics.
• Support client-facing teams in addressing investor queries related to FICA requirements.

Reporting & Governance:

• Track and report on remediation progress against targets and regulatory requirements.
• Compile management and regulatory reports as required.
• Support governance forums, audits, and regulatory engagements.
• Ensure escalation of risks, issues, and non-compliance matters in a timely manner.

Required experience:

• Minimum 5–7 years’ experience in FICA/AML/KYC, client onboarding, or remediation within a financial services or fund services environment.
• Proven experience in a team leadership or supervisory role.
• Strong understanding of South African regulatory frameworks, including FICA and AML requirements.
• Experience in remediation projects, onboarding, or compliance operations within asset management, LISP, or fund administration environments.

Required Qualifications:

• Relevant tertiary qualification (e.g. BCom, Finance, Law, Risk, or similar).
• Strong working knowledge of FICA/KYC documentation requirements for individual and juristic clients.
• Experience working with client data systems, workflow tools, and remediation platforms.
• Advanced Excel skills advantageous.

Key competencies:

• Strong leadership and people management skills.
• Excellent attention to detail and high level of accuracy.
• Strong understanding of compliance and regulatory frameworks.
• Analytical and problem-solving ability.
• Ability to manage multiple priorities and meet deadlines.
• Strong stakeholder engagement and communication skills.
• Process-driven with a focus on continuous improvement.
• High level of integrity and accountability.

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Purpose of role:

• The Business Development Enablement Specialist will be responsible for the ownership, administration, and optimisation of the Institutional Client Relationship Management (CRM) platform. This role plays a critical part in ensuring the integrity of client and prospect data, enabling effective business development activities, and supporting strategic decision-making through accurate reporting and insights.
• The successful candidate will act as a key business partner to the Institutional team, driving CRM best practices, enhancing operational efficiency, and supporting client engagement initiatives through effective data management, reporting, and process improvement.

Duties and responsibilities:

CRM Management & Data Governance:

• Take ownership of the Institutional CRM platform, ensuring it is effectively maintained and optimised to support business objectives.
• Maintain the integrity, quality, and accuracy of client, consultant, prospect, and intermediary data within the CRM system.
• Implement and monitor data governance standards, ensuring compliance with internal policies and best practices.
• Perform regular data audits and cleansing activities to maintain high-quality information and reporting.

Business Development & Pipeline Support: 

• Support the management of the Institutional sales pipeline by ensuring opportunities, activities, and client interactions are accurately captured and tracked.
• Assist with opportunity management, pipeline reporting, and business development analytics.
• Support relationship managers and business development professionals in maintaining meaningful and accurate engagement records.
• Coordinate and monitor client contact strategies and engagement activities to support business growth initiatives.

Reporting, Analytics & Insights: 

• Produce regular management information (MI), dashboards, and business development reports for internal stakeholders.
• Analyse CRM data to identify trends, opportunities, and actionable insights that support strategic decision-making.
• Monitor key business development metrics and provide data-driven recommendations to enhance team effectiveness.
• Assist in preparing presentations, reporting packs, and performance updates for management and business stakeholders.

Client & Consultant Database Management:

• Maintain comprehensive and accurate records of institutional clients, prospects, consultants, and key industry contacts.
• Ensure contact segmentation and classification structures remain relevant and aligned to business requirements.
• Support targeted marketing, engagement, and business development activities through effective database management.

Event & Engagement Support:

• Support the planning and execution of client and consultant events through effective CRM management.
• Maintain attendee records, invitation tracking, registration data, and post-event engagement information.
• Produce event-related reporting and insights to measure engagement and return on investment.

Process Improvement & Operational Excellence:

• Identify opportunities to streamline, automate, and improve business development and CRM-related processes.
• Support the implementation of system enhancements, workflow improvements, and operational efficiencies. Promote CRM best practices and provide support and guidance to users across the Institutional team.
• Contribute to projects and initiatives aimed at improving team effectiveness and client service delivery.

Required experience and qualifications:

• Relevant tertiary qualification in Business, Finance, Information Systems, Marketing, or a related field.
• Proven experience in CRM administration, sales operations, business development support, or a related role.
• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar systems).
• Strong analytical and reporting skills with advanced proficiency in Microsoft Excel.
• Experience creating dashboards, management reports, and business insights. 
• Strong attention to detail with a focus on data quality and accuracy.
• Excellent organisational and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment. 
• Experience within financial services, asset management, investments, or institutional markets would be advantageous.

Key competencies: 

• Data Integrity & Attention to Detail.
• Analytical Thinking. 
• Relationship Management.
• Planning & Organising.
• Process Improvement.
• Stakeholder Engagement.
• Problem Solving.
• Collaboration.
• Results Orientation.