Client Services Administrator

2 weeks ago


Johannesburg, Gauteng, South Africa Nedbank Full time

Job Classification

  • REQ Monasha Dilsook
  • Location: Sandton, Gauteng
  • Closing date: 25 January 2024
  • Fixed-

Term Contract:
Maternity Cover- Job Family- Administration, Operations and Facilities

  • Career Stream
  • Administration, Transactional Processing and Production
  • Leadership Pipeline
  • Manage Self: Technical
  • FAIS Affected
    Job Purpose
  • To provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.

Responsibilities:

  • Action stakeholder requests by capturing and processing the administration request on the relevant system.
  • Action vendor invoice payments by capturing and processing the data on the relevant system.
  • Perform reconciliations from Supplier invoice and general leadger accounts by comapring with the supporting documents and Management Information Systems (MIS).
  • Contribute to revenue increase by driving the submitted sales to completion.
  • Compile a catalogue of services by allocating costs per product.
  • Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system.
  • Ensure delivery of value for services rendered by utilising product MIS as input into vendor engagement meetings for the purpose of driving down costs.
  • Monitor departmental financial performance by analysing actual to budget variances.
  • Minimise financial and reputational risk by ensuring accuracy of processing activities.
  • Minimise operational costs by avoiding unnecessary expenditure.
  • Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
  • Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)
  • Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
  • Ensure to verify and authenticate reports, data and transactions by physically extracting, generating and checking reports from the system.
  • Verify client information on systems in accordance with Nedbank policies and FICA rules.
  • Prepare trustee meeting packs and month end packs for management.
  • Maintain and update the administration files and legal documents by saving electronic files on server or physical secure repository.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Job Responsibilities Continue

People Specification

  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate


Preferred Qualification
  • RE Certificate
  • FAIS Qualification
  • Essential Certifications
  • Preferred Certifications
  • Minimum Experience Level 1 year experience in the insurance environment
  • Adequate administration experience
    Technical / Professional Knowledge
  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business terms and definitions
  • Data analysis
  • Relevant regulatory knowledge
  • Business writing skills
  • Product Knowledge
  • Relevant system knowledge
  • Governance, risk and controls


Behavioural Competencies
  • Communication
  • Collaborating
  • Customer Focus
  • Initiating Action
  • Work Standards
  • Managing Work
- **_Please contact the Nedbank Recruiting Team at _

  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.PurposeTo provide professional first line support to clients and sales supportResponsibilitiesRender client services: updating client personal details, inform clients and update changes to their policy, handle...


  • Johannesburg, Gauteng, South Africa Curiska Full time

    HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK Job Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship...

  • Client Services

    2 weeks ago


    Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time

    An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services.Skills & Requirements:_ __Essential:_...


  • Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionDear Future, Client Service Representative AdministratorMotoVantage, formed through a partnership between FirstRand Group and The Hollard Insurance Company, brings you innovative vehicle insurance products at competitive prices as add-ons to any finance agreement.Are you someone who can: Handling Client Queries. Taking telephonic calls...

  • Clients Administrator

    2 weeks ago


    Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time

    The role: Opening of client accounts Dealing with client queries- updating of static data on internal systems- collating due diligence documentation- knowledge of AML and due Diligence Providing clients with online access- remediation project workEssential: 2 Years Client Services experience, preferably in Private Wealth Management Hard working Excellent...


  • Johannesburg, Gauteng, South Africa Performit Personnel Full time

    We are looking for a Client Service Officer for a National Company in Johannesburg.Purpose of the position:The Client Service Officer (CSO) are required to establish good relationships with the company's current client base. You act as the middle person between the Company and our client and are responsible to resolve any queries and issues that arise to...


  • Johannesburg, Gauteng, South Africa Performit Personnel Full time

    We are looking for a Client Service Officer for a National Company in Johannesburg.Purpose of the position:The Client Service Officer (CSO) are required to establish good relationships with the company's current client base. You act as the middle person between the Company and our client and are responsible to resolve any queries and issues that arise to...


  • Johannesburg, Gauteng, South Africa Santam Full time

    Who are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on...


  • Johannesburg, Gauteng, South Africa A Triple A Recruitment Full time

    Johannesburg Client Services Executive (Insurance) Market Related Client Services Executive (Insurance)Location: JohannesburgOur client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general administration on current policies.Key...


  • Johannesburg, Gauteng, South Africa A Triple A Recruitment Full time

    Johannesburg Client Services Executive 12000 Our client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general administration on current policies.Key responsibilities Providing advice to policy holders on making a claim and the...


  • Johannesburg, Gauteng, South Africa LiebenGroup Full time

    The Client Services Manager is responsible for ensuring that the Client Services Team meets the needs of clients by advising on products, assist in resolving clients' issues, troubleshooting problems, resolving complaints and report according to KPI's and SLA's. The Client Services Manager is expected to understand and satisfy the clients' requirements and...

  • Client Administrator

    2 weeks ago


    Johannesburg, Gauteng, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:purpose: Engage in administrative duties relating to data, portfolio and trade administrationexperience and qualifications: National Diploma Banking or Administrator or Finance or a Certificate in Banking Bachelors Degree in finance or commerce Experience with Standard Settlement Instructions...


  • Johannesburg, Gauteng, South Africa Nedbank Full time

    Client Services Consultant Location: Johannesburg Closing Date 06 March 2024 Leadership Pipeline Manage Self: Operational FAIS AffectedJob Purpose To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a clientcentric bankResponsibilities: Build relationships...


  • Johannesburg, Gauteng, South Africa Motivity (PTY) Ltd Full time

    BRIEF OVERVIEW OF THE ROLEQuery and service request management Regular and frequent updates to clients as per standard operating procedures (SOP) Adhere to escalation management processes and procedures Quality Standards Monitor and control the daily processing of administrative documentation as per processes, policies and systems defined by. Ensure...


  • Johannesburg, Gauteng, South Africa Motivity (PTY) Ltd Full time

    BRIEF OVERVIEW OF THE ROLEQuery and service request management Regular and frequent updates to clients as per standard operating procedures (SOP) Adhere to escalation management processes and procedures Quality Standards Monitor and control the daily processing of administrative documentation as per processes, policies and systems defined by Ensure...


  • Johannesburg, Gauteng, South Africa Marsh Full time

    Client Executive Administrator - Marsh Multinational - Sandton, JohannesburgAre you looking for a client services and administration position within the insurance sector? Do you want a diverse position servicing multinational clients?Are you looking for a role that will allow you to work for a market leader and offer the opportunity of career progression? By...

  • Client Services Agent

    2 weeks ago


    Johannesburg, Gauteng, South Africa Bryte Insurance Full time

    Who we areKey Tasks & Accountabilities Assist all direct customers and travel agents with advice on the Bryte Travel products and services. Provide administration support to the Call Centre sales agents wherever necessary. Processing of all confirmations of cover referrals. Answering overflow calls when required Making calls to clients or external and...


  • Johannesburg, Gauteng, South Africa Mizo Development Services Full time

    Client Support ConsultantDepartment: Business Support ServicesReports to: Portfolio ManagerReportees: NoneMain Purpose of RoleThe Support Consultant is responsible for post-sale support by interaction with key clients andinternal stake holders.Responsibilities will be customer care support, Debt sale administration, payment files and recons,financial...


  • Johannesburg, Gauteng, South Africa Santam Full time

    Who are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on...


  • Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests.Hello Client Services RepresentativeWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...