My client, a reputable financial services provider, is seeking a Client Services Team Leader with a strong client service ethic to join their team based in the Southern Suburbs. This role entails processing of investor transactions and payments, regulatory reporting, investor reporting, conducting KYC and AML checks. […]
Preparation and distribution of reports to investors […]
Capturing, verifying and reconciling investor trades […]
Requesting KYC from investors and reviewing documents via a digital KYC solution
Conducting FICA reviews on new and existing investors […]
Liaising with prime brokers...