Client Relations Administrator
3 months ago
**Job Advert Summary**:
**Minimum Requirements**:
- Degree/Diploma qualification ideally in Law or Compliance and Risk
- At least 3-4 years experience in Compliance
- Strong Knowledge of FICA, AML and KYC
- Management of databases
- Self learning
- Attention to detail
- Good, clear and concise written and verbal communication skill
- Team player and self motivate
- Technical problem solver
- Proficiency in MS Office
- Proficiency in Inprotech
- Sense of urgency to meet deadlines
- Time efficient
- CIPC online
**Duties and Responsibilities**:
- Strict maintenance of Names database
- Monitoring shared mailbox and responding to Names requests and queries
- Opening new creditor entries
- Opening of applicant name entries
- Opening of new instructor entries
- Adding of attention names to instructor entries
- Correcting name entries
- Creating new joiner entries
- Updating leavers details on names database
- Reviewing spylist and addressing with users
- Reviewing client’s standing instructions and updating the Names database
- Reviewing client’s names-related enquiries and routing to the correct department/PHM
- Consolidating multiple name entries
- Filing correspondence on DMS / physical files with any SI and names-related queries
- Providing training to staff on Names database and maintenance of Name dept training manual
- Any other ad hoc duties relating to Names database
- Opening FICA cases and checking compliance
- Sending letter of engagements and FICA forms to new clients
- Sending FICA forms to all clients who are not yet FICA compliant
- Monitoring FICA shared mailbox and responding to requests and queries
- Updating the FICA case for debtors
- Ensuring that the correct FICA documentation is provided
- Requesting outstanding FICA forms from client, sending reminders
- Updating FICA case with clients FICA compliance
- Assisting the accounts departments with FICA queries
- Assisting staff with FICA non-compliant matters
- Providing FICA training to new joiners and maintenance of the FICA dept training manual
- Attending to any requests from FICA Compliance Officer ?
- Testing Inprotech Names and FICA rules and sql reports
- Global Case updates for names-related changes on Case
- Adding of attention names and client references to Case
-
Client Service Administrator
6 months ago
Centurion, 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 toachieve their financial goals and life aspirations. We help people grow their savings,...
-
Senior Client Service Administrator
6 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** Provide quick and accurate administrative support, to enable theclient service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements. **Requirements**: - Matric or equivalent - Business related qualification advantageous - MS Office Suite (Word,...
-
Client Service Administrator
7 months ago
Centurion, 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,...
-
Client Service Administrator
6 months ago
Centurion, 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,...
-
Client Service Administrator
6 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction** - Through our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals and lifeaspirations. We help people growtheir savings, protect what...
-
Client Service Administrator: Learnership
2 months ago
Centurion, 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** - Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service?...
-
Client Service Administrator
6 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** Accurately and effectively analyse and review incoming correspondence and documents and create allocate appropriate workflow task on the workflow system within the service level agreement. **Requirements**: - Grade 12 or equivalent (NQF level 4) - 2 Years' relevant experience within a financial services environment -...
-
Client & Tutor Care Administrator
6 months ago
Centurion, South Africa RecruitAGraduate Full time**Job Information**: Job Opening ID ZR_1501_JOB Hours of work Full-time Location Type In Office Industry Education Salary R10 000 - R15 000 Remuneration Term Per Month Province Gauteng City Centurion Country South Africa - An individual is sought for a personalised tutoring service catering to diverse learners with unique goals. The role involves...
-
Client Services Administrator
6 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction**Role Purpose** - Professionally communicate with members and/or family members of deceased members to advise them of unclaimed benefits within the fund.Purpose is tor recieve all required documentation in order for Momentum to process the claims and pay the remaining funds. **Requirements**: - Matric - 5 years' experience in Employee...
-
Client Care Administrator/ Portfolio Manager
6 months ago
Centurion, South Africa Edustaff Full time**Client Care Administrator / Portfolio Manager** Centurion East and Cape Town Office Hours: Monday to Friday, 8:00 am to 4:30 pm R15,000 - R18,000 depending on experience **Overview**: Our client, a leading tutoring company, is seeking a dedicated individual to join their team as a Customer Care Administrator, also known as a Portfolio Manager. This role...
-
Administrator
6 months ago
Centurion, South Africa RAD Resources Full timeOur client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion. Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion. SKILLS - Strong computer skills (Excel, Outlook, Powerpoint, Word, various trading platforms, various...
-
Customer Relations Agent
7 months ago
Centurion, South Africa People Dimension Full time**Introduction** A leading company in the Health and Beauty sector is looking for an experienced Customer Relations Agent to join their dynamic team. **Duties & Responsibilities** - Service Excellence - Provide the required service to clients as per the SOP - Deal with external and internal enquiries, provide feedback and find permanent solutions. These...
-
Client Services Consultant
6 months ago
Centurion, South Africa PPS Recruitment Full time**Job Advert Summary**: An exciting opportunity for a consultant exists in our Client Services Department. Applications are invited for the above-mentioned position, to be filled as soon as possible. **Minimum Requirements**: **Qualifications & Experience** - Grade 12 - 3-year Tertiary Qualification in any related field. - **2 years or more experience in a...
-
Administrator
6 months ago
Centurion, South Africa Matina Group Full timeAdministrator for Micro SME (Software Development and Tender Applications) Company Overview: Job Summary: Key Responsibilities: 1. Office Administration: - Manage day-to-day office operations, including handling correspondence, filing, and record-keeping. - Ensure the office environment is organized and equipped with necessary supplies. 2. Project...
-
Customer Relations Agent
6 months ago
Centurion, South Africa Talent Evolution Full time**Duties**: Service Excellence - Provide the required service to clients as per the SOP Deal with external and internal enquiries, provide feedback and find permanent solutions. These include: - Registration related enquiries - CRM Logging System and Telephonic enquiries - Product and general information / enquiries - Assist with enquiries online i.e....
-
Client Services Consultant
6 months ago
Centurion, South Africa PPS Recruitment Full time**Job Advert Summary**: An exciting opportunity for a consultant exists in our Client Services Department. Applications are invited for the above-mentioned position, to be filled as soon as possible. **Minimum Requirements**: **Qualifications & Experience** - Grade 12 - 3-year Tertiary Qualification in any related field. - **2 years or more experience in a...
-
Office Administrator
1 month ago
Centurion, South Africa Unique Personnel Ltd Full timeKey Responsibilities: Perform general and office administrative duties, including controller administration tasks. Create and manage invoices using Sage, and contact clients for orders as needed. Accurately capture creditor invoices on Sage and maintain related records. Communicate effectively with clients and internal personnel to support business needs....
-
Client Due Diligence Specialist
6 months ago
Centurion, South Africa Momentum Investments Full time**Introduction** **Role Purpose** The CDD Service Specialist will be responsible for performing accurate background operational support administration duties in relation to the Anti-Money Laundering (AML) requirements within RISO. This entails, but not limited to, initial Customer Due Diligence (CDD) screening, prioritisation of Enhanced Due Diligence...
-
Administrator: Installations
6 months ago
Centurion, 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,...
-
Project Coordinator: Clients
3 weeks ago
Centurion, South Africa Ampath Laboratories Full timeAdvert Reference: P14447 Project Coordinator: Clients - ACT Centurion Job Title: Project Coordinator: Clients - ACT Centurion - Closing Date: 2024/12/13 - Position Available From: 2024-12-02 - Area: Centurion - Actual Place Of Work: Centurion - Position Type: Full-Time - Weekly Hours: 40 - Time Conditions: 5 day Work Week (South Africa) - Purpose of...