Taking applicationsVoice Support·Posted 15h ago
Investment Operations & Client Service Specialist
Assist WorldVerified company
South Africa, Philippines
Pay
Not listed
Job type
Full-time · Remote
Hours
Flexible
Location
South Africa, Philippines
EnglishMid level
About the role
A full-time investment operations and client service role at Assist World, focused on investment accounts, custodians, and financial administration. It requires financial-services experience and strong attention to detail, with the posting listing South Africa and the Philippines as locations.
What you'll do
- Work with investment accounts, custodians, and financial administration
- Identify missing information and follow up with the relevant person
- Communicate with external organisations and custodian support teams
- Follow established processes and recognize improvement opportunities
- Open and maintain client investment accounts
What you'll need
- Experience in investment operations, wealth management, financial services, RIA operations, or client servicing
- Experience with investment accounts, custodians, or financial administration
- Highly detail-oriented and quality-focused
- Able to work quickly without sacrificing accuracy
- Excellent written and verbal communication skills
- Confident identifying missing information and following up
- Comfortable communicating with external organisations and custodian support teams
- Proactive, independent, and a strong team player
Skills
Investment operationsWealth managementClient servicingInvestment account administrationCustodian communicationAttention to detailProcess improvementWritten and verbal communication
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