Client Service Consultant: Authoriser
- Employer
- Dynexity Pty
- Location
- Cape Town City Centre CPT - Southern Suburbs Cape Town Region, South Africa
- Salary
- Competitive
- Closing date
- Sep 11, 2024
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Reference: JHB002368-RH-1
Must have completed Bachelors Degree/ Diploma with experience in asset management / unit trust / LISP client service environment.Duties & ResponsibilitiesRequired Experience:
Must have completed Bachelors Degree/ Diploma with experience in asset management / unit trust / LISP client service environment.Duties & ResponsibilitiesRequired Experience:
- Accurate review & authorising of account opening applications
- Review the setting up of broker fees
- Ensure the correct capturing of all regulatory classifications (FICA, FATCA, ASISA, SARB)
- Strong focus on ensuring Quality of all capturing Subscription, Redemption and Switch instructions
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