Responsible for facilitating efficient client administration and document management. The job holder is responsible for client correspondences, data capture and document management to ensure efficiency, timeliness and effective client servicing.
Key responsibilities:
Review of contract notes, statements, business confirmations/appreciations and all client correspondences.
Coordinate all client communications on mails, verbal and hard copy correspondences to ensure efficiency, timeliness and maintenance of high standards and thus achieve maximum client satisfaction, loyalty and thus retention.
Handle HNW client correspondences to ensure immediate response time and action.
Review email and post statements and the contract notes and receipts on weekly basis.
Review of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management.
Prepare reports on client complaints and general client administration issues.
Support AMC UG as per the hub and spoke model.
Delegated Authority: As per the approved Delegated Authority Matrix.
Perform any other duties as may be assigned from time to time.
Key Performance Measures:
As described in your Personal Scorecard.
Knowledge, experience and qualifications required
Bachelor’s degree in a business related field.
1 year experience in a similar position.
Professional certification in accounting (CPA part 2).
