Client Services Administrator

6 months ago


Johannesburg, 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 with clients and ensures that the business is able to deliver outstanding services.

 

Skills & Requirements:

Essential:

2 Years’ experience in Financial Services, preferably in Wealth Management

Good technology skills and awareness, solid working experience of key Microsoft Office applications

Knowledge of AML & Due Diligence

?

Preferred:

Awareness of anti-money laundering and know your client/due diligence requirements

 

The Role:

Opening of client accounts

Dealing with a variety of client queries

Updating of static data on internal systems

Collating due diligence documentation

Keeping records of payments, journals and stock transfers

Providing clients with online access

Creation of client correspondence, when necessary

Remediation project work

 



  • Johannesburg, 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. **Purpose** To provide professional first line support to clients and sales support **Responsibilities** - Render client services: updating client personal details, inform clients and update changes to their...


  • Johannesburg, 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, South Africa Nedbank Full time

    **Job Classification** - REQ- 129855 - Lerato Sithole- Location: Sandton- 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...


  • Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Client Service Administrator** Do you have commercial underwriting experience? Eager for a career shift? We are hiring! Aon South Africa is hiring a Client Service Administrator; this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton. The role of a Client Service Administrator is to...


  • Johannesburg, South Africa FirstRand Full time

    Job Description Dear Future, Client Service Representative Administrator MotoVantage, 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...


  • Johannesburg, South Africa Onebase Systems Full time

    Johannesburg Embark on a rewarding career with Onebase, a dynamic financial data software services provider dedicated to transforming data to assist in decision-making for financial services businesses. Our mission is to distill intricate information from diverse sources into insightful reports, providing unparalleled service to our valued...


  • Johannesburg, South Africa LRI Invest Full time

    Description **Job Description**: Department: - Operations CLIENT HR ADMINISTRATOR (based Johannesburg) Reporting remotely to Client HR Operations Manager (based UK) As Client HR Administrator, you will play a crucial role in ensuring the seamless functioning of our HR operations and services to clients. You will be responsible for various administrative...


  • Johannesburg, Gauteng, South Africa Curiska Full time

    Curiska Financial ServicesWe are seeking a highly skilled Client Services Liaison to join our team at Curiska Financial Services. The ideal candidate will have 2 years of experience in Financial Services, preferably in Wealth Management.About the RoleThis is an excellent opportunity for a dedicated and organized individual to work as part of a highly...


  • Johannesburg, South Africa Smith Garb Full time

    Gauteng, JHB - Northern Suburbs - R540 000 Annually Cost To Company (Negotiable) Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company. **Qualifications and Experience**: - Matric **essential**: - BCom Business/ Administration/ Marketing/ Finance/...


  • Johannesburg, South Africa Jobted ZA C2 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...


  • Johannesburg, South Africa ATripleA Recruitment and Temps Full time

    Description: A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great communication skills and is computer literate. The main duty of the role is to service policies and to liaise with High Value Clients. Duties: • Administration • Management of...


  • Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 70400 **Job Type** - Permanent **Job Title** - Client Service Assistant **Computer Skills** - MS Office **Industry** - Transportation - Logistics **City** - Johannesburg **Province** - Gauteng **Operations / Administrative** - Responsible for delivering an excellent Warehouse Service to external / internal clients by adhering to...

  • Client Services

    6 months ago


    Johannesburg, 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**: **_...

  • Client Services

    3 days ago


    Johannesburg, South Africa Curiska Full time

    Job Description: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:...

  • Client Services

    2 days ago


    Johannesburg, South Africa Curiska Full time

    Job Description: 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 &...


  • Johannesburg, South Africa ATripleA Recruitment and Temps Full time

    Description:A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great communication skills and is computer literate. The main duty of the role is to service policies and to liaise with High Value Clients.Duties:•Administration•Management of policies•Renewals•High Value...


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

    HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANKJob 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...


  • Johannesburg, South Africa Sanlam Full time

    Client Services Consultant Date: 12 Dec 2024 Location: Johannesburg, Gauteng, ZA Company: Sanlam Group Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests Deliver individual results through personal effort and skill Build and maintain strong relationships with our internal and external stakeholders - Drive significant growth and profitability in...

  • Client Administrator

    7 months ago


    Johannesburg, South Africa Adcorp Holdings Full time

    **Synopsis** Our client is looking for a **Client Administrator. **This role will expose you to a diverse working environment with endless opportunities to grow as an individual and to work for an organization that promotes equality. **This is a permanent role based in Johannesburg.** **Qualification and Experience** - Grade 12 / NQF level 4 with...