Client Financial Services Administrator

**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 others pecialist brands, including Guardrisk and Eris Property Group,the group enables businessand people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

Job Title: Financial Operations ManagerTFG Financial Services is seeking an experienced and skilled Financial Operations Manager to lead our team in the Financial Services Call Centre.About TFG Financial ServicesWe are a leading financial services provider, committed to delivering exceptional customer experiences through innovative solutions and exceptional...

**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,...

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** - 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.**Role Purpose** - Accurately process...

​Client Onboarding FunctionCA Financial Appointments seeks a well-respected Client Service Consultant to join their transfer agency team. This role has a focus on the client onboarding function, ensuring seamless integration and compliance with relevant legislation.Responsibilities:Manage the client onboarding process, creating accounts for individuals and...

**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** 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 no**: 575191 **Work type**: Full time **Location**: Cape Town, South Africa **Categories**: Client Corporate Secretarial, Funds, Entity Management **Office Location**: Cape Town **About TMF Group** **TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and...

Company Overview: CA Financial Appointments is an established team offering a comprehensive range of financial investment and planning solutions.Estimated Salary: £28,000 - £35,000 per annumAbout the Role: As a Trade Settlement Assistant, you will be responsible for placing trades of shares with brokers and managing cash flow, opening script accounts,...

**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...

Position Description:A challenging position exists within the Financial Services Call Centre for a self-motivated and assertive individual to lead, manage and coach a team of  supervisors in a fast paced and dynamic working environment. This individual should be dynamic, pro-active, and display exceptional operational leadership skills.  You must: t ...

Job title : Client Services AdministratorJob Location : Western Cape, Cape TownDeadline : December 20, 2024Quick Recommended Links Jobs by Location Job by industries Responsibilities and Duties Perform investigations on tasks and provide feedback to the relevant teams. Communicate with relevant credit providers to request and confirm information Provide...

Job title : Client Services Administrator Job Location : Western Cape, Cape Town Deadline : December 20, 2024 Quick Recommended Links Jobs by Location Job by industries Responsibilities and Duties Perform investigations on tasks and provide feedback to the relevant teams. Communicate with relevant credit providers to request and confirm...

The Manpower Group SA (Pty) Ltd is seeking a highly skilled Financial Services Administrator to join their team in Cape Town. This role involves providing administrative support to the Financial Advisor, ensuring efficient processing of financial administration for new and existing clients.Main Duties & Responsibilities:Communicate effectively with clients...

**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.**Requirements**: **Experience And Qualifications** -...

We are seeking a highly motivated Client Relationship Manager - Fund Services to join our team at CA Financial Appointments.This role involves managing client relationships and ensuring that all onboarding processes are followed correctly.The ideal candidate will have a minimum of 1-2 years experience in a similar role relating to client onboarding and...

Job no: 575191 Work type: Full time Location: Cape Town, South Africa Categories: Client Corporate Secretarial, Funds, Entity Management Office Location: Cape Town We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be...