Client Service Consultant: Authoriser (Prescient Fund Services) at Prescient

Job Summary 

You will be part of a large client service operational environment in a team that is specifically focused on scaling up and improving efficiencies and delivery in the team.  

DUTIES & RESPONSIBILITIES

• Accurate review of all new business captured into Administration system.
• Accurate review & authorise of account opening applications.
• Review and authorise of processing and review the setting up of broker fees is correct
• Review & authorise that the recording client tax details appropriately
• Authorise all flows before end of day and clear all inboxes and report daily
• Authorise all flows before SLA deadlines
• Strong focus on ensuring Quality of all capturing Subscription, Redemption and Switch instructions
• Strong adherence to understand and apply all business rules handling FICA requirements and internal AML policy for all clients
• Strong adherence to review and implementing and maintaining process controls using workflow management
• Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries
• Ensure the correct capturing of all regulatory classifications (FICA, FATCA, ASISA, SARB)
• Provide feedback to Management regarding training requirements within bigger team
• Provide weekly feedback on errors in Team and provide trends and analysis of it
• Minimise and escalate Incidents
• Act as back up for Processing and perform duties across
• Manage and execute all workflow items daily
• Overall skill to identify and highlight internal training gaps

REQUIRED EXPERIENCE

• Relevant experience of at least 2-4 years in an Authorising role in Investor Services environment is essential.
• Experience gained in a similar asset management / unit trust / LISP

REQUIRED QUALIFICATIONS

• Relevant tertiary qualification (or study towards) a BCom, BTech, Finance, Business Administration highly advantageous.
• Minimum Matric coupled with relevant industry relate courses (NQF 5/6 equivalent)

KEY COMPETENCIES

• Highly methodical and can working within specific processes and structure
• 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
• Ability to work under pressure
• Honesty and integrity