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Client Relationship Administrator

Client Relationship Administrator

Equity
Cape Town Central – Western Cape ~ Cape Town North – Western Cape
~ Cape Town South – Western Cape

As CR Administrator you will support a POD of Private Wealth Managers, by managing and preparing all client case documentation, and liaising with all stakeholders to see the business through to the issue. Responsible for all client administration and case progression updates with all stakeholders, training of new hires and junior team members.
 
Minimum Qualification, Experience and Skills  
  • Prior work experience in client servicing or clear evidence of strong administration skills and handling of multiple workflows  
  • Preferred Experience in the Offshore Wealth Management industry, with specific reference to business offshore  
  • Matric, any related further studies and qualifications
  • RE1, RE5, and any other educational programs associated with wealth management
  • Fully computer literate
  • Strong comprehension and understanding of unique client circumstances and application to current scenarios
  • Building strong stakeholder relationships
  • Strong ability to prioritize multiple projects/deadlines
  • Attention to detail
  • High-Stress tolerance
  • Strong numerical skills
  • Adaptable in thinking and approach
  • Solutions orientated
  • Excellent communication skills
 
Key Role Responsibilities
  • Full responsibility for the case preparation, signing off internally and submission to Providers
  • Effective chasing of the business pipeline through to issued business
  • Responsible for managing, reporting and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business
  • Implementing transactions for new and existing clients by interacting with the Private Wealth Managers
  • Full support of the sales team, operating as a member of the POD, to assist with the full client onboarding and case management process
  • Chasing internal case compliance requirements to facilitate and speed up case sign off
  • Once a case is at sign off, prepare a courier, or DocuSign
  • Ensure clients are kept up-to-date on events and transactions
  • Drafting and sending correspondence to clients and external Providers
  • Ensuring that client files and transactions are fully compliant, including all legislation changes
  • Liaising with Private Wealth Managers and trust companies to ensure accuracy of documentation and tracking of dealing instruction (execution and issued)
  • Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates