Standard Bank Client Services Administrator - Melville Douglas Jobs in South Africa
Standard Bank Client Services Administrator - Melville Douglas Jobs in South Africa
Job PurposeTo provide a professional support service to Portfolio Managers, Relationship Managers and clients in respect of all requests, queries and complaints.
To also ensure that customer requests, queries and complaints received via the email box are acknowledged, understood and efficiently resolved or escalated to the appropriate area.
Ensure superior service is delivered to our clients, internal and external.
To participate in all business projects with the view to meet the strategic intent of the business.
Key Responsibilities/Accountabilities
Support Function
Collate meeting packs/ presentations slide shows/ client portfolio review packs for portfolio managers and assist with preparing for client review meetings as required.
Mange portfolio managers’ calendars and set up meetings as required. Ensure that rooms are booked, and audio/visual equipment is in working order prior to the meeting
Prepare Stockbroking performance analysis for Investment Overview and the Stockbroking monthly performance reports
Maintain model portfolios on systems and prepare daily client communication
Use of group travel agent to make travel arrangements for portfolio managers, this can be domestically or internationally
Load expense claims expense claims on behalf of the portfolio managers as required
Screen incoming calls appropriately and resolve telephonic queries immediately if possible.
Ensure that accurate records are kept both physically and electronically
Authenticate client payment requests by confirming legitimacy of requests with the client, prior to actioning withdrawals and inform clients once the transfer has been actioned
Monitor all debit balances and assist with Asset swop payments.
Manager the transfer of shares internally and external.
Engage with computer share, regarding physical script queries.
Client elections communicated to central ops, and sourced accordingly from clients and PM’s by due date
Ensure CGT and Book values are updated on the system.
Assist with Estate late portfolio administration
Assist with Non-resident client administration
Ensure end of day allocations are executed
Manage misdeals aiming for zero misdeals
Manage suspense and default accounts/s
Provide all internal and external clients with consistent, high quality service
Live the Melville Douglas values in the way we treat our clients and abide by the Treating Customers Fairly principles.
Manage the email box and ensure that all queries and requests are accurately resolved.
Abide by the motto of “Before the sun sets” service
Provide daily stats to the Client Service Manager.
Communication to clients must always be in plain English
Onboarding clients in a timeous and seamless manner, ensuring compliance
to all applicable legislation, i.e. FAIS and FICA regulations
Prioritise both accountant and auditor queries.
Ensure all complaints are documented correctly and escalated to the Client Service Manager
Manage client terminations and all client relations in a professional manner
Manage both onboarding and terminations process from start to finish.
Compliance
Always ensure ensure that the correct FICA documents are received when onboarding a client
Always adhere to the FAIS regulatory requirements when onboarding a client
Perform customer due diligence and do accurate world checks and sanctions screenings at onboarding stage in order to know the risk rating of clients
Periodic reviews are performed on clients, always know the risk classification of clients and related parties
Stay abreast of all SBG policies
Together with the portfolio manager, always present potential clients at the Business Acceptance Forum
Manage month end statements, tax statements and invoices
Managing client engagement and other required logs
Support the management of financial performance
Ensure no financial and reputational loss as a result of a service breakdown or poor relationship management.
Support risk areas to ensure that losses are kept to a minimum through strict adherence to policy and procedures.
Employee Engagement
Contribute to a harmonious operations environment.
Live the values of the Bank.
Build relationships within Melville Douglas and the Bank and show respect to all.
Work interdependently in teams and value the talents of other, demonstrate commitment to the team, share information and contribute to the achievement of goals.
Uphold the highest levels of integrity.
Accept delegated authority and responsibility effectively in line with business objectives.
Develop and maintain open communication channels within the team to foster teamwork and facilitate cooperative working relationships.
Accept responsibility for your own development; and jointly determine appropriate developmental activities with the manager.
Contribute to an environment in which learning, and development are emphasised and valued.
Identify personal key development areas and agree these with the manager.
Implement all agreed actions within agreed time frames
Preferred Qualification and Experience
Completed secondary school/high school/A levels/Matric
Tertiary qualification would be an advantage
Diploma in Investment Administration
Knowledge/Technical Skills/Expertise
2- 4 years Investment Administration experience in Client services. General investment experience with exposure to various investment products.
An intimate knowledge and experience of investment operations with manual and automated processes.
Requires full knowledge of regulatory requirements for FAIS.
How to Apply
For more information and job application details, see; Standard Bank Client Services Administrator - Melville Douglas Jobs in South Africa
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