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Client Services Administrator
Job in
Bellville, Austin County, Texas, 77418, USA
Listed on 2026-10-01
Listing for:
Apex Group
Full Time
position Listed on 2026-10-01
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Bellville:
Full time:
Posted Today:
JR-0026638
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
** Client Services Administrator Bellville
**** Description
* * To provide daily and monthly administrative support to ensure that a high standard of quality is maintained in operational processes related to servicing clients.
** Job specification*
* ** People:
*** Ability to communicate with a variety of individuals on all levels to obtain and confirm information
* Maintain high level of professionalism, competence and confidentiality
* Build positive and productive client relationships
* Liaise with clients’ partners, admin and finance teams
* Work effectively in a team.
** Processes:
*** Call Centre - receiving and making calls to clients, partners, brokers and administrators
* CIS transactions – forward to Apex TA’s, including new business, redemptions, switches, transfers, updates
* Processing rejected instructions on Graphite
* Ad hoc testing on TCube, Graphite and Web portal
* Daily monitoring the unreconciled items on Apex Reports and ensuring unallocated funds are followed up on.
* FICA where applicable.
* Liaise with partners, investors.
* Investor and broker queries.
* Liaise with admin and system administrators.
* Ensure that all necessary information is maintained and updated in a database for easy access.
* Distribute portfolio information where and to whom required.
* Ad-hoc admin tasks.
* Assist with risk identification.
* Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the Administrator.
* Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs.
* Ensuring the Client Support mailbox is up to date, and all emails are responded to.
** Technology:
*** TCube, Graphite, Citrix and Standard Bank Online
*
* Skills Required:
*
* ** Knowledge
* ** Excel skills are essential;
* Basic understanding of unit trusts and investments.
* Accuracy and attention to detail is critical.
* Keep up to date with regulatory changes.
** Skills
* ** An ability to work accurately under pressure to meet deadlines;
* An ability to take initiative and work independently;
* Attention to detail
* Ability to communicate effectively at various levels;
* An ability to think analytically and identify and solve problems effectively
** What you will get in return:
*** A genuinely unique opportunity to be part of an expanding large global business;
* Competitive remuneration commensurate with skills and experience.
** Additional information:
** We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation,…
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