Key Responsibilities
Reviewing receipts for inflows
Review switch, redemptions and transfer instructions received from clients
Maintaining a record of all redemptions, switches and transfers.
Reconciliation of withdrawals
Review of all customer contact/interactions in the system escalated to the operations group
Update of corporate actions
Daily update of income distribution transactions for unit trust funds
Perform any other duties as may be assigned from time to time
Delegated Authority: As per the approved Delegated Authority Matrix
Working Relationships
Internal and External Customers
Knowledge, Experience And Qualifications Required
Bachelor’s degree in a business related field
1-2 years’ experience in a similar position
Experience in a financial services company, banking, telecom will be an added advantage
Customer service experience, back office operations experience
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