Client Service Coordinator

1 week ago


Pretoria, Gauteng, South Africa Dante Personnel Full time
Job Description

We are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Dante Personnel in Cape Town. As a key member of our financial services team, you will provide administrative support to our financial advisors and play a critical role in ensuring the smooth operation of our client services.

Key Responsibilities:
  • Administrative Support: Provide holistic administrative support to financial advisors, including managing their diaries, client birthdays, and meetings.
  • Client Filing: Ensure that client filing, both online and physical, is up to date and accurate.
  • Process Management: Ensure that all processes are followed as per head office guidelines.
  • Client Queries: Manage and respond to client queries in a timely and professional manner.
  • Meeting Preparation: Gather and prepare information for client meetings, including reviews, proposals, and implementations.
  • Event Planning: Assist with event planning as needed, including arranging and finalizing repurchases and withdrawals.
  • Outstanding Requirements: Manage and drive outstanding requirements, including FICA, medicals, and generating quotes.
  • Proposal Implementation: Implement and monitor client proposals and submit applications.
  • Changes and Switches: Implement changes, switches, additions, and repurchases.

Requirements:

  • Matric and post-matric qualification would be beneficial.
  • Minimum 3-5 years of experience in the financial industry.


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