Custody Client Experience Specialist

Wesbank; Johannesburg; On-site; ZAR 550,000 - 659,000; Full time

Job summary

Wesbank in Johannesburg is seeking a Custody Client Service Specialist to provide high-quality service to custody clients across the full value chain, from account setup to closure.

You will investigate client issues, coordinate account openings, amendments and closures, and respond to custody and settlement queries while preparing client reports and maintaining documentation. The role emphasizes risk awareness and service excellence.

Qualifications

• Minimum Grade 12; tertiary qualification advantageous.
• Minimum 3-5 years’ experience within Client Services.
• Experience in a Securities environment advantageous.

Responsibilities

• Investigate custody and corporate events issues and reply to client queries.
• Coordinate account opening, amendment and closing requests; monitor and reconcile.
• Respond to queries concerning custody/settlements activity and cash, including unaffirmed/mismatched/failed trades.
• Dispatch supporting reports required by direct clients and maintain required documentation.
• Engage in client visits and service reviews; support line manager with necessary documents.
• Adhere to processes and controls to identify and mitigate risks and escalate issues.
• Demonstrate awareness of regulatory and compliance matters; maintain risk controls.

Skills

Client Services

Communication

Attention to detail

Education

Grade 12

Tertiary qualification

Job description

Wesbank in Johannesburg is seeking a Custody Client Service Specialist to provide high-quality service to custody clients across the full value chain, from account setup to closure.

You will investigate client issues, coordinate account openings, amendments and closures, and respond to custody and settlement queries while preparing client reports and maintaining documentation. The role emphasizes risk awareness and service excellence.