Client Services Assistant (South) Temp

Are you detail-oriented and passionate about delivering exceptional client service? Join Guardian Group as a Client Services Assistant and help us empower our clients with innovative financial solutions!

JOB OBJECTIVE:    
The Client Services Assistant must meet and exceed the expectation and requirements of both internal & external clients, whilst maintaining sound company best practices and standards with an emphasis on client services.

• MAJOR RESPONSIBILITIES:  
• 1.    Review of client request/transaction documents prior to processing.
• •    Mutual Fund/Private Wealth/G trade/Repo/Loans Applications
• •    Subscriptions
• •    Redemptions
• •    Private Wealth Trades - NDS & DS
• •    Monthly ACH and Direct Debits
• •    ESP Internal & External

1. 2.    Coordinate routine client/agent requests/Queries and Complaints.
2. 3.    Document Management •    Filing•    Scanning•    Cut & Editing
3. 4.    Creation of client web application/G trade profile.
4. 5.    Audit related requests – Internal & external.
5. 6.    Distribution of Client Statements.
6. 7.    Reception Duties•    Receive visitors at the branch and liaises with relevant parties where necessary to ensure that they are met and attended to. •    Coordinate the booking of meeting rooms. •    Handle the distribution/ redirection of mail to the relevant party.
7. 8.    Perform any other job-related duties as assigned by the Client Services Team Leader.

• EDUCATION & EXPERIENCE:
• •    5 CXC/CSEC Passes including Mathematics and English Language.
• •    2A’ Level/ CAPE passes.
• •    At least two (2) years’ experience in an administrative environment.
• •    Knowledge of financial products.

PERSON SPECIFICATION: 
The Client Services Assistant must be highly confidential and trustworthy. He/she must be well organized and must demonstrate the ability to follow instructions accurately as well as use his/ her initiative where necessary. He/she must be able to provide reliable support to the Department and be a good team player. The person must be a team player with a high level of social, interactive and customer service skills.

Applications will be treated with the utmost confidentiality.