Client Services Administrator
3 days ago
Client Services Administrator (Insurance) required in Cape Town. Have you worked within short-term insurance, long-term insurance, medical aid, or annuities? Our client, a well-established independent Financial Advisory firm based in Cape Town’s Northern Suburbs, is seeking a Broker Assistant to provide dedicated administrative and client support to their growing team. This is an excellent opportunity for someone with a foundation in insurance and policy administration who’s eager to gain hands-on exposure, develop industry knowledge, and build a long-term career in financial services. Requirements: Matric (Grade 12) qualification RE5 certification is advantageous FAIS compliant with the required credits 2–3 years of proven experience as a Broker Consultant within the short-term insurance sector Valid driver’s license and access to reliable personal transport Proficient in MS Office, CRM platforms, and quoting software In-depth understanding of short-term insurance products and industry standards Bilingual in English and Afrikaans (written and spoken) Exceptional communication, negotiation, and client relationship skills Strong problem-solving abilities and analytical mindset Highly self-driven, able to work independently and manage time effectively Excellent organisational and administrative capabilities Duties and Responsibilities: Build and maintain strong relationships with brokers, financial advisers, and key stakeholders. Drive new business acquisition while ensuring the retention and growth of existing broker portfolios. Provide comprehensive support to brokers, including assistance with client claims, policy amendments, general enquiries, and administrative tasks related to personal and commercial short-term insurance. Manage the efficient processing of annual policy renewals for short-term insurance clients. Keep brokers informed of product updates, regulatory changes, and industry developments. Ensure full compliance with FAIS, FICA, POPIA, and all other applicable legislation and regulatory requirements. Serve as the key liaison between the company and brokers, as well as between brokers and their clients, to uphold a high standard of service delivery. #J-18808-Ljbffr
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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
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 Service Administrator
5 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
2 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
12 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
5 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 Services Administrator
4 weeks ago
Cape Town, South Africa Persona Staff Full timeRequirements 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...
