Team Leader: Client Service

Corient; Wes-Kaap; On-site; ZAR 420,000 - 560,000; Full time

Job summary

Corient, a financial services firm in South Africa, seeks a proactive team lead for the ZA Client Services unit. You will supervise daily operations, support Front Office onboarding, and ensure strict confidentiality and data accuracy across client records.

You will mentor staff, drive improvements, and manage regulatory take-on requirements while coordinating with service providers to open new accounts. STEP qualification is advantageous.

Qualifications

• At least 4-5 years of experience in the finance industry.
• STEP Qualification would be advantageous

Responsibilities

• Supervise ZA Client Services team and conduct periodic performance reviews.
• Assist Front Office teams to obtain business approvals and manage client onboarding.
• Manage changes to clients’ data, archiving, and data integrity; drive process improvements.

Skills

Leadership

Microsoft Office

Data accuracy

Confidentiality

Organisational skills

Proactive

Education

STEP Qualification

Tools

Business Central

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Overall, Purpose of the Role:

This position reports to the Head of Middle Office South Africa and will be involved in the management of the ZA Client Services team. The individual will manage and supervise the workload of the ZA Client Services team whilst fully supporting the Front Office teams in ensuring that administrative processes adhere to Corient’s standards, accuracy, confidentiality of information recorded and undertake various projects.

Responsibilities

Team management

• Day-to-day supervision of team members
• Periodic performance reviews and appraisal

Client take-on

• Assist Front Office teams to obtain business and compliance approval for taking on a new client / additional services for existing clients
• Initiate and manage client creation workflows on Business Central
• Ensure all business and regulatory take-on requirements have been met, e.g. that agreements have been duly signed, CDD is in order and risk assessments have been signed off by Front Office

Database Administration

• Process changes in clients’ static data
• Manage closure of client profiles upon exit including archiving of records
• System monitoring to identify duplications and ensure data integrity
• Management and retention of clients’ data and documents in electronic form
• Continuously review process and drive implementation of improvements

Facilitate and ensure the opening of clients’ accounts with internal and external service providers by ensuring:

• Completion and submission of new account opening forms along with relevant compliance information
• Liaise with service providers on behalf of Front Office teams to facilitate the opening of accounts

Ad Hoc

• The above list of accountabilities is not exhaustive, and the role will include ad hoc project work and administrative duties at times.

Qualifications & Experience

• At least 4-5 years of experience in the finance industry.
• STEP Qualification would be advantageous

Skills

• Proficiency in Microsoft Office
• Leadership and ability to manage other people
• Pro-activity and ability to work with little guidance
• Meticulous attention to details
• Organisation skills with the aptitude to stay focused on assigned tasks
• Ability to keep confidentiality with regard to client matters.

Competencies and Behaviours:

• Planning and Organisation: Demonstrates strong prioritization, time management, and coordination skills.
• Teamwork: Works collaboratively towards shared objectives and supports colleagues effectively.
• Communication: Communicates clearly, confidently, and professionally with all stakeholders.
• Client Orientation: Acts with the client’s best interests in mind; delivers service excellence.
• Accuracy and Attention to Detail: Maintains a high standard of precision in all outputs.
• Quality and Productivity: Produces consistently high-quality work efficiently and within deadlines.
• Integrity and Accountability: Takes ownership of actions and maintains confidentiality