Description

Working as part of a national team to support the External Consultants by being pro-actively involved in the facilitation, administration and implementation, of intermediary client requests. All underpinned by service excellence to clients at all touch points.

Key Responsibilities

New Business:
•    Assisting in compiling new business presentation packs for the sales consultants as well as tracking new business applications received from the sales consultants
•    Processing approved new business application including CRM (RADAR), FICA,FATCA/CRS, credit checks of firms and individuals, and facilitating the application of new users through the MUA process.

Handling and supporting any administrative queries around CCM:
•    First point of contact for any administrative/technical/process/system related queries with a view of first call resolution
•    Building relationships with clients and administrators
•    Telephonically hand holding intermediaries through queries and processes with a strong understanding of the CCM system
•     Facilitating the guarantee process in partnership with the national guarantee team
•    Updating client information on CRM/RADR and Shared drive as well as internal procedures
•    Managing and taking ownership of the annual review process by assisting with queries and follow ups to meet national deadlines
•    Working closely with the AML (Anti Money Laundering) team with regards to daily requests for their investigations and liaising with clients to obtain relevant information when necessary
•    Building relationships and liaising with the Operations team on any complex queries
•    Processing forex deals and liaising closely with the forex team with regards to requirements and progress of a forex transaction

Partnering with the External Consultant:
•    Building strong relationships with the EC's in order to deliver to the client, and keeping them informed on resolution as well as progress of queries

Training:
•     Setting up and co-ordinating training sessions, training new intermediaries as well as ad-hoc training for new users and processes
•    Training updates when system or processes are enhanced

Qualification, Experience and Skills

• Relevant Tertiary Degree
• 2 - 3 years relevant experience
• Broad understanding of banking processes

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.

We are committed to diversity and inclusion when recruiting internally and externally.