Client Service Officer

2 weeks ago


Durbanville, Western Cape, South Africa Your HR Outsourced Full time

Responsibilities:

  • Assist new clients with their onboarding process
  • Maintain Client Service Administration required by compliance (record keeping and filing)
  • Assist the Client Service and Operations department with client queries
  • Structure reports to improve client services and report on client progress
  • Assist with ad hoc requests across both teams
  • Liaising with Platforms to obtain existing and new data feeds for clients
  • Liaising with clients on specific projects
  • Assisting with ad hoc functions within the Operational and Client Services team
  • Providing feedback to management to ensure all activities are automated as far as possible "thinking automation"

Requirements:

  • 2 years Client Service / Operational experience
  • 2 years' investment / insurance industry experience
  • Grade 12/Matric
  • Tertiary qualification preferable
  • Microsoft Office proficient

Pay:
From R23 000,00 per month
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