Client Service Administrator

3 weeks ago


Constantia, South Africa Conova Full time

Well known established Investment Management Company is looking to recruit a Client Service Administrator. In this role you will be responsible for:

- Provide client service and support to team members, partners, and service providers
- Build sustainable relationships and trust with partners through open and interactive communication.
- Provide accurate, valid, and complete information by using the right methods/tools
- Handle customer complaints, provide appropriate solutions and alternatives timeously and within our Service Level Agreements (SLA’s) including following up and ensuring resolution
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines, and policies
- Go the extra mile to engage customers and ensure excellent client services
- Identify and assess customers & advisors needs to achieve satisfaction and continuously strive to improve on process through learning from daily activities
- Daily, weekly, and monthly activities will include:

- Answering telephone calls.
- Dealing with client transactions through AWD, our workflow system at FNZ.
- Follow up on instructions submitted.
- Assist with maintenance of the Application Forms on the website, including setting up new forms or making changes with the service provider
- Deal with advisor, client, and service provider (FNZ and all Linked Investment Services Providers) queries.
- Monthly statements - Maintain a list of requirements, download, and distribute.
- Monthly and Quarterly reporting
- Various reports required to be compiled and distributed.
- Ensure all regulatory reporting is submitted or published (monthly MDD’s, quarterly ASISA and SARB reports).
- Assist with projects.
- Maintenance and updating of website
- Assist with new fund launches, loading of funds on platforms etc.
- All other daily interaction and business as usual interactions with FNZ as required from time to time.
- Setup and Maintain Process Documents on all tasks



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