Client Services Administrator

**Client Services Administrator Sandton** *** Our Financial Services client is looking for a young dynamic Client Services Administrator with 2-3 years of experience. *** **Minimum requirements** Matric with a qualification or busy with 2-3 years of experience in the Financial Planning / Financial Services Industry Strong Administrative...

**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Effective execution ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.**Requirements**: - Matric or equivalent (Mathematics...

-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 Effective execution of...

-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 Effective execution of...

-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 Provide quick and accurate...

**Introduction** **Role Purpose** - Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.**Requirements**: - 1 2 years relevant experience (essential) Exposure to the insurance or financial services industry...

Don't miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.Responsibilities:Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.Communicate with clients on the company's product range...

2years - Deal directly with customers either by telephone, electronically. - Obtain and evaluate all relevant information to handle inquiries and complaints. - Perform customer verifications. - Direct requests and unresolved issues to the designated resource. - Manage customers' accounts. - Keep records of customer interactions and transactions with company...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Qualifications and Experience - Honours Degree in Business Administration, Social Science, Commerce or similar. - 3 to 5 years of client relationship/account management experience. - A minimum of 2 years developing and implementing operational programmes and solutions in SCR, CSR or Transformation experience is preferred.

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

**Key Performance Area**: 1.Render client services amendments, financial and general enquiries - Update client personal details and AIMS notes - Provide correct and accurate advice to clients on products and services (TCF) - Inform clients and update changes to their policy (TCF) - Liaise with relevant departments to gather information to resolve clients’...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

**Job Summary**: Aon is currently recruiting a Client Service Advisor to join our Professional Risks team in Sandton. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients. This position complies the Company’s Employment Equity...

-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, protect...

We are looking for a highly motivated and results-driven Client Service Specialist to join our team at Discovery Limited. As a Client Service Specialist, you will play a critical role in delivering exceptional customer service and ensuring that clients receive timely and effective support.The ideal candidate will have a minimum of 1 year's experience in a...

We are looking for an Administrator in the Rental service industry with strong administration and attention to detail skills. This is a role that will require you to work in a team that manages the administration of technology rental contracts within the IT space - Processing rental renewals - Reconciling large asset lists - Reconciling billing and...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

Job Description To provide support to corporate clients by being the first point of contact and providing efficiencies for their line of business - Query resolution Receive transaction requests from clients (internal and external) - Verify and validate client's requests and transactions for accuracy against legal documentation - Confirm the validity of...