Client Service Administrator

1 week ago

Cape Town, 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**
- To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are processed.

**Requirements**:

- Matric or NQF level 4
- 2 Years' experience in a financial services environment
- Experience in the Annuity Administration Environment will be an advantage
- Employee Benefits experience will be an advantage
- Experience on the Orbit Portal administration system will be an advantage
- Intermediate Excel skills, i.e. Pivot tables, VLOOKUP's, etc.

**Duties & Responsibilities**
- Administration of Annuity business which includes monthly pension payments and death claims.
- Send monthly pay slips, annual tax certificates and increase letter to members timeously.
- Accurately load new member information and amend current member information on the systemin order to maintain annuitants ‘records
- Ensure that the monthly pay run balances and is submitted timeously for checking and approval.
- Complete monthly medical aid reconciliations and balance monthly billing received from the relevant medical aid.
- Effectively and efficiently resolve client queries within agreed turn around times to ensure client satisfaction and retention.
- Adhere to policies and procedures and take corrective action where necessary to mitigate risks
- Ensure all monthly registers are up to date and follow up items are actioned.
- Ensure that the call centre service factor remains above 95% by providing clients with efficient service.
- Process commissions and admin fees within agreed turn around time.
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- 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, as per the Annuities SLA document and process documents.
- Identify and report process and system failures and enhancements to improve client experience.
- 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 culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Effectively attend to enquiries via call centre and team mailbox within agreed timeframes.
- 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.

**Competencies**
- Planning and organizing
- Written and verbal communication skills
- Teamwork
- Attention to detail
- Client orientation

  • Financial Services Administrator

    8 hours ago

    Cape Town, Western Cape, South Africa Private Client Holdings Full time

    About Our TeamWe are a dynamic and award-winning team dedicated to delivering exceptional client service in wealth management. We are passionate about creating a supportive and inclusive environment that fosters growth and development for our team members.**Job Description**This is an exciting opportunity to join our team as a Financial Services...

  • Client Services Administrator

    7 days ago

    Cape Town, South Africa Sanne Full time

    **Role summary** We are seeking a client services administrator, reporting to the Senior Manager within the Alternative Asset Services of Sanne, to have responsibility for the daily client interaction internally and administrative responsibilities and provide full administrative support to the Client Services Manager to deal with ongoing and technical...

  • Client Services Administrator

    7 days ago

    Cape Town, South Africa SANNE Full time

    **Job description**: **Role summary** We are seeking a client services administrator, reporting to the Senior Manager within the Alternative Asset Services of Sanne, to have responsibility for the daily client interaction internally and administrative responsibilities and provide full administrative support to the Client Services Manager to deal with...

  • Client Services Administrator

    23 hours ago

    Cape Town, Western Cape, South Africa Workforce Staffing - Gauteng Full time

    Client Services AdministratorA company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.Duties & ResponsibilitiesClient ServicesEnsure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This...

  • Client Service Administrator

    2 weeks ago

    Cape Town, 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 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...

  • Client Service Administrator

    1 week ago

    Cape Town, South Africa Momentum Corporate Full time

    **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...

  • Client Service Administrator

    1 week ago

    Cape Town, 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 Services Administrator

    23 hours ago

    Cape Town, Western Cape, South Africa Persona Staff cc Full time

    Client Services AdministratorReference: CPT003841-H-3Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team.Duties & ResponsibilitiesResponsibilities:Resolving customer queries and requests from incoming calls and email correspondence.Email and fax the accounts to the clients.General ad-hoc tasks.Requirements:At...

  • Client Services Administrator

    4 weeks ago

    Cape Town, South Africa Call Centre Staffing Full time

    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...

  • Client Services Administrator

    3 weeks ago

    Cape Town, South Africa Call Centre Staffing Full time

    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...

  • Client Service Administrator

    2 weeks ago

    Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** Accurately process retirement fund member's data and provide fundadministration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...

  • Client Service Administrator: Disabilities

    1 week ago

    Cape Town, 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 Disabilities

    4 days ago

    Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time

    Job title : Client Service Administrator DisabilitiesJob Location : Western Cape, Cape TownDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries RequirementsMatric or equivalent qualification.  2 Years' administration experience in a Financial Services or Insurance Administration environment. Client service experience....

  • Client Services Administrator

    2 weeks ago

    Cape Town, South Africa Lion of Africa Life Assurance Company Full time

    Lionlife is looking for a Customer service administrator to join a diverse and exciting team. **Job Description**: - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Responding promptly to customer inquiries. - Communicating with customers through various channels. - Acknowledging and resolving customer...

  • Client Service Administrator Disabilities

    11 hours ago

    Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time

    Job title: Client Service Administrator DisabilitiesJob Location: Western Cape, Cape TownDeadline: April 17Requirements:Matric or equivalent qualification.2 Years' administration experience in a Financial Services or Insurance Administration environment.Client service experience.Employee benefits experience will be an advantage.Disability claims...

  • Client Service Administrator: Underwriting

    1 week ago

    Cape Town, South Africa Momentum Corporate Full time

    **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...

  • Administrator: Client Services

    1 day ago

    Cape Town, Western Cape, South Africa BCX Full time

    Core DescriptionTo provide accurate information on configurations and their documentation to support all the other Service Management processes, assist team with technical solutions and coordination with other teams in the business. The incumbent will also be required to maintain SHEQ compliance and storerooms for the client.Key Deliverables / Primary...

  • Private Client Support Specialist

    8 hours ago

    Cape Town, Western Cape, South Africa Private Client Holdings Full time

    Our CultureWe value collaboration, innovation, and continuous learning at Private Client Holdings. Our team is dedicated to delivering exceptional client service and making a positive impact in the community.**Job Summary**We are looking for a highly motivated and detail-oriented Private Client Support Specialist to join our team. You will provide...

  • Client Services Administrator

    11 hours ago

    Cape Town, Western Cape, South Africa Black Pen Recruitment Full time

    Our client specialises in seamless personal and business banking solutions. Offering multicurrency accounts that support over 40 currencies they enable efficient international transactions for individuals and businesses alike. Clients can open accounts in their own or their business's name benefiting from direct ZAR outbound payments tax certificates and...

  • Client Financial Services Administrator

    2 weeks ago

    Cape Town, South Africa Vine Full time

    Our client a UK based Investment company is looking for a **CLIENT FINANCIAL SERVICES ADMINISTRATOR **join their team in Cape Town. To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance...