Client Experience Administrator

K2 Recruit; Cape Town; On-site; ZAR 167,400 - 234,360; Full time

Job summary

K2 Recruit in Cape Town seeks an organised administrator to support KYC, FICA checks, and client due diligence. You will handle opening accounts with banking partners, conduct compliance checks, manage documents, and support CRM workflow.

The role requires matric, strong communication, meticulous attention to detail, and the ability to multitask. You will liaise with banks' AML departments and assist with audits and client inquiries.

Qualifications

• Matric is required.
• A relevant tertiary degree or diploma is advantageous.
• Experience in client liaison or administrative work.

Responsibilities

• KYC Know Your Customer, FICA, risk rating, PEPs and 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 suspicious transactions
• Taking incoming calls for new client queries
• Filing and other administrative tasks as required
• Liaise with relevant banking partners’ Exchange Control Departments for SAR queries

Education

Matric

Relevant tertiary degree / diploma advantageous

Job description

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 suspicous 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 SouthAfrican 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.