Client Services Administrator

3 weeks ago

Sandton, South Africa Momentum Corporate Full time

**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 (desirable) ,Formal qualificationsGrade 12 or equivalent qualification, Formal qualificationsRelevant businessrelated qualifcation, Formal qualificationsIndustry related qualification (e.g. COP), Formal qualifications:Industry related qualification (e.g. COP), Formal qualifications:Grade 12 or equivalent qualification, Formal qualifications:Relevant businessrelated qualifcation, Onthejob training / qualifications:, Specific licensing or registration:, Communication skills Interpersonal skills Time management skills Attention to detail Planning skills, Proficient in English and Afrikaans (and other specific languages as required) MS Office Suite (Word, Excel) Knowledge of specific products, systems, processes and procedures Relevant regulatory and compliance requirements**Duties & Responsibilities**
- INTERNAL PROCESS Take ownership of all client service requests and ensure that it is resolved timeously and effectively. Capture data accurately on relevant systems according to Service Level Agreements. Provide relevant information and documentation as requested, in line with relevant guidelines. File and maintain all relevant documentation, enabling ease of access by team members. Accurately complete all administrative and reporting requirements within agreed timeframes. Adhere to all relevant legislative / compliance requirements. Identify and report process and system failures and enhancements to improve client experience. CLIENT Provide authoritative expertise to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. PEOPLE Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. FINANCE Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum.**Competencies**
- Examining Information : Analyses and processes information asks probing questions strives to find solutions to problems, Team Working : Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision:making, Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Checking Things : Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, Following Procedures : Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Managing Tasks : Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, Producing Output : Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output, Taking Action : Takes action to make things happen uses initiative to start things up shows drive and invests personal energy, Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems, Team Working:Works participatively with others is democratic and encourages team contributions collaboratively involves others in decisionmaking, Meeting Timescales:Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Checking Things:Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, Following Procedures:Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Managing Tasks:Manages tasks by being organised and methodical plans activities systematically sets p

  • Client Services Administrator

    2 weeks ago

    Sandton, South Africa FROGG Recruitment Full time

    **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...

  • Client Services Administrator

    2 weeks ago

    Sandton, 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.**Role Purpose** - Effective execution of...

  • Client Services Administrator

    2 weeks ago

    Sandton, 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 ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.**Requirements**: - Matric or equivalent (Mathematics...

  • Client Services Administrator

    3 weeks ago

    Sandton, South Africa Momentum Metropolitan Holdings 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. Role Purpose Effective execution of...

  • Client Services Administrator

    2 weeks ago

    Sandton, South Africa Momentum Metropolitan Holdings 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. Role Purpose Effective execution of...

  • Client Service Administrator

    10 hours ago

    Sandton, 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. **Role Purpose** Effective execution...

  • Client Service Administrator

    2 weeks ago

    Sandton, South Africa Momentum Metropolitan Holdings 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. Role Purpose Provide quick and accurate...

  • Client Services Coordinator

    4 days ago

    Sandton, South Africa JSE Limited Full time

    Job Overview:JSE Limited seeks a skilled Plan Administrator to join our team. The successful candidate will be responsible for ensuring ongoing maintenance and support to our clients, participating in key performance areas such as systems administration, support services, compliance, customer service, and cost control. If you have excellent communication...

  • Client Services Consultant

    7 days ago

    Sandton, South Africa The Recruitment Council Full time

    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...

  • Client Services Manager

    5 days ago

    Sandton, South Africa The Recruitment Council Full time

    Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you Join a leading Financial Services company as a Client Services Manager, where you'll play a pivotal role in ensuring exceptional service delivery to our client's valued clientele.Duties and Responsibilities:General...

  • Client Service Rep

    3 weeks ago

    Sandton, South Africa RJPersonnel Full time

    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...

  • Client Maintenance Administrator

    2 weeks ago

    Sandton, South Africa Momentum Securities Full time

    **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...

  • Client Services Representative

    1 day ago

    Sandton, South Africa JSE Limited Full time

    Company Overview">JSE Limited is a leading financial institution dedicated to providing exceptional services to its clients.We are seeking an experienced Share Plan Administrator to join our team and contribute to our mission of delivering outstanding results.

  • Client Service Specialist

    3 days ago

    Sandton, South Africa Time Personnel Full time

    We are Time Personnel, a reputable organisation in Sandton, Gauteng seeking an experienced Client Service Specialist.The ideal candidate will possess exceptional communication skills, be highly organised, and have a strong ability to multitask.This role involves:Responding to client inquiries and resolving issues promptlyMaintaining accurate records of...

  • Client Relationship Management Administrator

    3 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    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...

  • Client Relationship Manager

    2 weeks ago

    Sandton, South Africa Dananda Services Full time

    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.

  • Service Administrator

    4 days ago

    Sandton, South Africa Flink Recruitment Full time

    Our Client is looking for a Service Administrator / Technical Scheduler, located in Sandton.POSITION INFO :Key Responsibilities :Administrative Duties :Handle incoming service requests via phone, email, or in-person visits.Maintain accurate records of customer inquiries, service requests, and resolutions.Coordinate with various departments to ensure timely...

  • Executive Client Service Representative

    2 hours ago

    Sandton, South Africa JSE Limited Full time

    Role Overview:We are seeking an experienced Client Liaison Officer to join our team at JSE Limited. The successful candidate will be responsible for providing top-notch support to corporate clients, ensuring seamless interactions and efficient resolutions to their queries.Main Responsibilities:Administrative client account management, including executive...

  • Client Support Administrator at Momentum Securities

    3 weeks ago

    Sandton, South Africa Momentum Securities Full time

    **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...

  • Insurance Services Administrator

    3 weeks ago

    Sandton, South Africa CareerfinderZA Full time

    **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’...