Client Services Administrator
4 weeks ago
Requirements and Skills:5 yearsâ experience in a similar role.Computer literate.Bilingual in Afrikaans and English.Matric certificate.Knowledge of FAIS and FICA requirements and procedures.Ability to take initiative.Excellent communication and interpersonal skills.An understanding of administrative functions across financial planning spectrum.RE5 qualification beneficial.Detail orientated and time management skills.Drivers licence with own transportation.Responsibilities:Manage and resolve all client queries promptly and professionally.Process client-related deliverables through to completion.Verify the accuracy of all information and documents sent to clients and service providers.Follow up on all client transactions, including implementation of new business, until completion.Capture and confirm amendments to investments, insurance policies, and other financial products.Assist clients with Medical Aid claims, Gap Cover claims, and Life Cover claims.Manage tasks and deadlines effectively.Record all workflows, tasks, and client interactions on the CRM system.Prepare documentation for investment review appointments.Provide comprehensive administrative support to the Financial Planners.
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Client Services Administrator
5 days ago
Cape Town, South Africa Workforce Staffing - Gauteng Full timeClient Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....
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Client Services Administrator
6 days ago
Cape Town, South Africa Workforce Staffing - Gauteng Full timeClient Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....
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Client Service Administrator
6 days ago
Cape Town, South Africa Hire Resolve Full timeClient Service Administrator Hire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services....
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Client Service Administrator
1 week ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are...
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Client Service Administrator
2 weeks ago
Cape Town, South Africa Momentum Corporate Full time**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. - **Additional Information** This role is on a Pay for...
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Client Services Administrator
3 days ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** Effective execution of retirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience. **Requirements**: - Matric or equivalent - 2 - 3 Years' experience in a Financial services administration environment - 1 - 2 Years' experience in Employee...
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Client Service Administrator
18 hours ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - Accurately process retirement fund member's data and provide fund administration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years’ relevant experience within a...
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Client Service Administrator
1 week ago
Cape Town, South Africa Momentum Corporate Full time**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...
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Client Services Administrator
6 days ago
Cape Town, South Africa Persona Staff cc Full timeClient Services Administrator Reference: CPT -H-3 Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team. Duties & Responsibilities Responsibilities: Resolving customer queries and requests from incoming calls and email correspondence. Email and fax the accounts to the clients. General ad-hoc tasks. Requirements:...
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Client Service Administrator
4 days ago
Cape Town, Western Cape, South Africa Hire Resolve Full time R450 000 - R600 000 per yearHire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services.Responsibilities:Manage client...