Client Experience Administrator

ExecutivePlacements.com

Date: 1 week ago
City: Cape Town, Western Cape
Contract type: Full time

Recruiter

K2 Recruit

Job Ref

219481

Date posted

Sunday, July 12, 2026

Location

Cape Town, South Africa

SUMMARY

POSITION INFO

Responsibilities and Duties

  • KYC “Know Your Customer”– FICA, risk rating, PEPs & due diligence
  • Opening of accounts with banking partners
  • Compliance checks and creation of documents sent to clients
  • Process flow management on the CRM system
  • Database management
  • Conversion of registrations and new FTCCs
  • Management of bank audits and remediation
  • Liaising with banks AML department and reporting of any unusual or suspicious transactions
  • Taking of incoming calls for new client queries
  • Filing and other administrator task as and when they are required
  • Liaise with relevant banking partners’ Exchange Control Departments for all South African Reserve Bank related queries Requirements Key Competencies
  • Principles and ethics: Adhering to good practice and ethical principles and values.
  • Good work ethic with a willingness to go the extra mile and work as a team player.
  • Must be motivated, energetic and committed to the role.
  • Meticulous: Impeccably accurate with a keen eye for detail.
  • Service delivery: Delivering results and exceeding customer expectations.
  • Excellent interpersonal skills and the ability to work effortlessly with clients and the team. Displays gravitas & emotional maturity.
  • Adaptability: Modifies approach in the face of new demands. Supports change initiatives, adjusting their actions appropriately when presented with additional information. Rises to new challenges.
  • Efficiency: Organised with excellent diary and time management skills. Makes timely decisions and accepts accountability for own actions, working well under pressure.
  • Committed to targets and deadlines and able to multitask efficiently.
  • Presentable: Neat, tidy, presentable and professional in appearance and manner.
  • Communication: Excellent written and oral communication ability. Impeccable telephone etiquette. Able to handle difficult client queries politely and effectively. Qualifications & Experience
  • Qualifications: Matric. Relevant tertiary degree / diploma advantageous.
  • Experience: Client liaison / administrative experience.

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