Client Services Administrator

About Our TeamWe are a dynamic and award-winning team dedicated to delivering exceptional client service in wealth management. We are passionate about creating a supportive and inclusive environment that fosters growth and development for our team members.**Job Description**This is an exciting opportunity to join our team as a Financial Services...

**Role summary** We are seeking a client services administrator, reporting to the Senior Manager within the Alternative Asset Services of Sanne, to have responsibility for the daily client interaction internally and administrative responsibilities and provide full administrative support to the Client Services Manager to deal with ongoing and technical...

Client Services AdministratorA 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 & ResponsibilitiesClient ServicesEnsure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This...

**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...

**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...

**Introduction** **Role Purpose** Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. **Requirements**: - Matric or equivalent (Mathematics and/or Accounting) - 2 - 3 Years' experience in a Financial Services Administration environment will be an...

**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,...

Client Services AdministratorReference: CPT003841-H-3Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team.Duties & ResponsibilitiesResponsibilities:Resolving customer queries and requests from incoming calls and email correspondence.Email and fax the accounts to the clients.General ad-hoc tasks.Requirements:At...

Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...

Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...

**Introduction** **Role Purpose** Accurately process retirement fund member's data and provide fundadministration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...

The purpose of a Client Services Agent is to co-ordinate job assignments, quotations, invoicing and general administration. **Duties and responsibilities**: - Ensure open communication between company and customer - Liaise with client regarding queries or other job related enquiries - Distribution of enquiries to various branches - Liaise with technical &...

**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,...

Job title : Client Service Administrator DisabilitiesJob Location : Western Cape, Cape TownDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries RequirementsMatric or equivalent qualification.  2 Years' administration experience in a Financial Services or Insurance Administration environment. Client service experience....

Lionlife is looking for a Customer service administrator to join a diverse and exciting team. **Job Description**: - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Responding promptly to customer inquiries. - Communicating with customers through various channels. - Acknowledging and resolving customer...

Job title: Client Service Administrator DisabilitiesJob Location: Western Cape, Cape TownDeadline: April 17Requirements:Matric or equivalent qualification.2 Years' administration experience in a Financial Services or Insurance Administration environment.Client service experience.Employee benefits experience will be an advantage.Disability claims...

**Introduction** **Role Purpose** The underwriting administrator will act as the liaison between the underwriter and the client by communicating decisions, resolving client queries, arranging Fast lane service and completing documents to enable the underwriting process. **Requirements**: - Matric - 1 year experience in a financial service administration...

Core DescriptionTo provide accurate information on configurations and their documentation to support all the other Service Management processes, assist team with technical solutions and coordination with other teams in the business. The incumbent will also be required to maintain SHEQ compliance and storerooms for the client.Key Deliverables / Primary...

Our CultureWe value collaboration, innovation, and continuous learning at Private Client Holdings. Our team is dedicated to delivering exceptional client service and making a positive impact in the community.**Job Summary**We are looking for a highly motivated and detail-oriented Private Client Support Specialist to join our team. You will provide...

Our client specialises in seamless personal and business banking solutions. Offering multicurrency accounts that support over 40 currencies they enable efficient international transactions for individuals and businesses alike. Clients can open accounts in their own or their business's name benefiting from direct ZAR outbound payments tax certificates and...