Absa Africa Linked Investment Client Services Specialist Jobs in South Africa

Absa Africa Linked Investment Client Services Specialist Jobs in South Africa


  • With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

    Job Summary

  • To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Job Description

  • Operations support: Provide operations support against standard operating procedures.

  • Ad Hoc duties: Provide support to customers and team as required to ensure team performance on an ongoing basis.

  • Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards.

  • Log onto the telephone system (Avaya) as per the pre-defined team's daily schedule to answer incoming calls from internal and external clients.

  • Handle inbound calls as per the agreed service level agreement (SLA), e.g. talk time, availability, average time to answer, etc. in order to manage the holding/active client's experience on the call.

  • Work on the Outbound Call Report from Siebel system and determine the most appropriate intervals (low call volumes) during the day for conducting outbound calls to ensure less impact on the availability of the telephone lines for inbound calls.

  • Log the correct status (e.g. tea break, lunch break, admin status, etc) by each team member on the telephone system (Avaya) in order not to impact the team/panel schedule.

  • Provide a system generated Reference Number for all inbound and outbound calls to the client for query tracking and for audit purposes.

  • Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as, compliance to regulatory requirements (e.g. Financial Identification Client Act (FICA), Pension Funds Act, and Long
    Term Insurance Act

  • Identify, investigate and escalate any outstanding requirements (e.g. verification of signatures) and/or incomplete documentation (e.g. ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously back to the source (i.e. client, Advisor, Executor or Consultant).

  • Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times.

  • Authorise the client investment instructions captured on the workflow as per the agreed mandate and applicable SLA.

  • Scan and file all client documentation (such as, client application form, manual payments, original FICA documentation, etc.) in terms of the prescribed regulatory (e.g. Record Management policy) and Consumer Protection Act requirements for record purposes.

  • Reconcile all the clients instructions on investment Repurchases to the management company (ManCo) reports and verify that all clients’ instructions were processed accurately and timely.

  • Draft and send confirmation letters to client confirming that the client's instruction has been processed accurately and timeously as per the investment instruction.

  • Conduct continuous (weekly) non-scripted follow ups telephonically or by email on Transfers and Estates late instructions to obtain outstanding information in order to process the clients investment instructions as per the SLA.

    Education

  • Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required).

    How to Apply

  • For more information and job application details, see; Absa Africa Linked Investment Client Services Specialist Jobs in South Africa


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