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Client services administrator
Workforce Staffing - Gauteng
Full-time
Cape Town, Western Cape
Other-General
Posted:
March 03, 2026
Location:
Cape Town, Western Cape, South-Africa
Job Description
Client Services Administrator
A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.
Duties & Responsibilities
Client Services
Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This requires a thorough understanding of the latest FICA and FAIS regulations as determined by the FSCA and FIC, completing the onboarding process by screening the client through Docfox.
Perform trading, subscription, redemption, and
A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.
Duties & Responsibilities
Client Services
Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This requires a thorough understanding of the latest FICA and FAIS regulations as determined by the FSCA and FIC, completing the onboarding process by screening the client through Docfox.
Perform trading, subscription, redemption, and
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Job Type:
Full-time
Location:
Cape Town, South-Africa
Posted:
March 03, 2026
Deadline:
April 12, 2026