Client Services Administrator

Client Services Administrator – Bellville

Responsibilities

• 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

Process Responsibilities

• 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
• Ad‑hoc testing on systems and web portal
• Daily monitoring of the unreconciled items on Silica Reports (FICA where applicable)
• Liaise with partners, investors, broker queries, admin and system administrators
• Ensure all necessary information is maintained and upda...