Job Description: Assisting with client investment proposals, records of advice and report-backs, as well as general client correspondence and record keeping Job Responsibilities: Reconciling Accounts, Query resolution and Payments. Communicating with Clients (Internal & External), as well as Third Parties. Collecting Client Data for account opening and investment implementation processes. Capturing, Instructing & Saving investment instructions. Job Requirements: 2-3 Years experience in financial services ideally in a client servicing role. Proficient in English and Afrikaans Tertiary qualification in Financial and Investment Planning will be advantageous Knowledge and/or experience in the processing of financial products such as Unit Trust Investments, Retirement Products & Listed Shares
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