Service and Support Agent

The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven.

Must have experience in the investment industry and have financial advisory or brokerage experience.

Salary on offer is R120K ctc per annum max, including company benefits.

Please do not apply if you are not willing to work for this salary.

OBJECTIVE:

1. Ensuring a full understanding of the process of onboarding new clients and the relevant requirements.
2. Ensuring a full understanding of the Screening processes for new clients (Sanction Screening, ID/Registration No. Verification, Bank Verification, Risk Rating).
3. Ensuring a full understanding of the different products we administer and their relevant Terms and Conditions.
4. Ensuring a full understanding of the regulatory/FICA requirements for the different pro...