Client Services Consultant Processing
01 February 2019
Web Ref : 481
Role Summary The UT MANCO Client Service team provides 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 firm’s broader operational teams Duties • New Business administration processing. Process account opening applications • Capturing Subscription, Redemption and Switch instructions form • Handling FICA requirements and internal AML policy • Processing and setting up of broker fees • Implementing and maintaining process controls using workflow management • Recording client tax details appropriately • Management of internal relationships to ensure prompt client response • Providing support to the CRM and broader client service team with queries • Daily Finswitch file processing Experience • Relevant experience of at least 2 years in this role is essential, gained from a similar retail investment/UNIT Trust client service environment Qualifications • Relevant tertiary qualification(s) preferred 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
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