Client Services Administrator
Location
cape town, western cape
Job Type
Full-time
Category
Technical Support & Administration
Posted
June 07, 2026
Client Services Administrator
A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.
Duties & Responsibilities
Client Services
- Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This requires a thorough understanding of the latest FICA and FAIS regulations as determined by the FSCA and FIC, completing the onboarding process by screening the client through Docfox.
- Perform trading, subscription, redemption, and transfer tasks on clients’ accounts with multiple platforms.
- Perform account loading and payments including the placing of FX trades and completion of BOP forms on the Investec CCM (Corporate Cash Management account) platform.
- Liaise with Investec FXEXCON team regarding client’s SDA (Single Discretionary Allowance) and FIA (Foreig...