
Client Support Specialist
2 days ago
As a Client Administrator, you will collaborate closely with advisory teams to mitigate conflicts and maintain high standards of client service and regulatory compliance.
- Work with stakeholders to ensure adherence to independence standards and promote a culture of integrity.
You will be responsible for coordinating the onboarding process, gathering necessary client information and documentation, and verifying client details in our ERP system.
- We are looking for an individual with a background in compliance, specifically with IESBA Code and independence standards.
- A bachelor's degree in business administration, commerce, accounting, or law is a minimum requirement, with a preference for specialized degrees such as LLB or certifications like CFE.
- Excellent communication skills, both verbal and written, are essential for articulating complex information clearly and concisely.
- You must also have strong organizational skills, with the ability to manage multiple priorities effectively and maintain attention to detail.
- An analytical mindset with the ability to troubleshoot issues and find practical solutions is highly valued.
Besides technical skills, we look for self-driven individuals who can think critically and work independently. The role requires effective time management, project coordination, and resource allocation. A quick learner with excellent communication and people skills will thrive in this position.
The ideal candidate will possess a combination of industry knowledge, business acumen, and soft skills that enable them to build strong relationships with clients and internal stakeholders. If you are a motivated professional eager to make a meaningful contribution to our team, we encourage you to apply.
Key Responsibilities:
- Gather and verify client information and update our ERP system accordingly.
- Coordinate with engagement teams and the Risk and Compliance Team to ensure conflict of interest requirements are met.
- Prepare and review legal documents related to client onboarding.
- Maintain accurate and up-to-date client data.
Required Qualifications:
- Bachelor's degree in a relevant field (business administration, commerce, accounting, or law).
- Relevant industry experience (2+ years).
- Compliance certification (e.g., IESBA Code).
Skillset:
- Strong communication and interpersonal skills.
- Attention to detail and organizational abilities.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Critical thinking and problem-solving skills.
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