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Client Service Officer
2 weeks ago
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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