Client Services Specialist
4 days ago
This is a fantastic opportunity to join our team as a Trust Officer. The successful candidate will be responsible for providing administrative support to existing portfolios of multi-member pension schemes, portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs).
The post holder will be responsible for managing client questions and queries, attending to all administrative tasks associated with the deed and statutory legislation, and ensuring that we meet CDD requirements for all members.
Responsibilities- Provide administrative support to existing portfolios of multi-member pension schemes, portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs).
- Manage client questions and queries effectively.
- Attend to all administrative tasks associated with the deed and statutory legislation accurately and in accordance with our Service Level Agreements (SLA).
- Remain up-to-date with pension and trust regulations.
- Appropriately store and reference all client documentation within the document management system and administration system.
- Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
- Record all client financial transactions, including investments, transfers, benefit payments, statutory payments, and fee charges.
- Ensure housekeeping, cases, and data capturing is completed accurately in relevant systems.
- A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
- Experience of administrating pension and trust schemes.
- An ability to read and apply governance documents impacting a scheme/trust.
- A logical approach to assessing productivity and implementing solutions.
- Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
- Investigate and prepare a response to complaints.
- Review and respond to billing queries.
- Ability to provide assistance with regulatory reporting.
- Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
- Act as a signatory, once approved, for the business.
- Support, coach, and guide colleagues in the performance of their duties.
-
Client Engagement Specialist
22 hours ago
Somerset West, Western Cape, South Africa Helderberg Personnel cc Full time**Job Description**We are looking for a highly organized and proactive Client Engagement Specialist to join our team. In this role, you will be responsible for engaging with clients, distribution partners, and service providers to understand their needs and concerns.Key Responsibilities:Client Engagement: To engage with clients, distribution partners, and...
-
Automotive Client Support Specialist
6 days ago
Somerset West, Western Cape, South Africa Rola Motor Group Full timeJob Description:We are looking for a skilled Client Support Specialist to join our service team. As a key point of contact for our customers, you will be responsible for providing exceptional support, coordinating vehicle repairs and maintenance, and ensuring that all interactions are professional and courteous.Provide exceptional customer service and...
-
Client Service Officer
1 day ago
Somerset West, Western Cape, South Africa Helderberg Personnel cc Full timekey duties and responsibilities include: The focus will be to follow the processes and procedures to execute client requests and instructions The role requires high levels of engagement with clients, distribution partners and service providers The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives...
-
Client Services Liaison
1 day ago
Somerset West, Western Cape, South Africa J.A.Z Recruitment Full timeThe role of a Client Services Officer at J.A.Z Recruitment is pivotal in delivering an efficient and effective outcome to clients, distribution partners, and service providers.Responsibilities include engaging with clients, ensuring adherence to processes, working proactively with other business functions and stakeholders, and undertaking relevant...
-
Client Services Officer
1 day ago
Somerset West, Western Cape, South Africa J.A.Z Recruitment Full timeThe focus will be to follow the processes and procedures to execute client requests and instructions. The role requires high levels of engagement with clients, distribution partners and service providers. The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer...
-
Product Specialist Role
17 hours ago
Somerset West, Western Cape, South Africa QE Services IT Recruitment Full timeJob DescriptionWe are seeking a highly skilled Product Specialist to join our team at QE Services IT Recruitment.This is an exciting opportunity for an individual with experience in scripting, administering Microsoft SQL Express, SQL Server, and SQL. The successful candidate will be responsible for providing technical support to clients in the agriculture...
-
Trust and Client Services Manager
1 day ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeAbout the RoleThe successful candidate will form part of a dynamic team responsible for providing exceptional client service to our clients. The role involves managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory requirements.Key ResponsibilitiesManage client questions...
-
Client Service Coordinator
1 day ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeAbout the PositionThis is an exciting opportunity to join a dynamic team as a Trust and Client Services Officer. The successful candidate will be responsible for managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory requirements.Duties and ResponsibilitiesManage client...
-
Client Service Manager
2 days ago
Somerset West, Western Cape, South Africa Status Staffing Full timeA recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Commercial Refrigeration Solutions / Client Service BASIC SALARY : Market Related START DATE : A.S.A.P / Immediate REQUIREMENTS: Minimum qualification Grade 12 Relevant tertiary qualification will be advantage Refrigeration knowledge will be an advantage...
-
Trust and Client Services Officer
1 day ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeA well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition,...
-
Senior Business Growth Specialist
4 days ago
Somerset West, Western Cape, South Africa JSM Business Services and Recruitment Full timeWe are seeking a highly skilled Senior Business Growth Specialist to join our team at JSM Business Services. As a key member of our business consulting team, you will be responsible for driving business growth through strategic partnerships and collaborations.Sales and Marketing StrategyDeveloping effective sales and marketing strategies is crucial to the...
-
Client Service Manager
3 weeks ago
Somerset West, Western Cape, South Africa Helderberg Personnel cc Full timeRequirements: Minimum qualification Grade 12. Relevant tertiary qualification will be advantage. Minimum of 5 Years experience in a customer-service environment. Minimum of 3 Years experience in a supervisory/management role. Computer literate (Excel, Microsoft Word, Outlook, Power Point) Experience with Sage Evolution will be an advantage. Willingness to...
-
Customer Service and Sales Specialist
17 hours ago
Somerset West, Western Cape, South Africa LMP RECRUIT Full timeAbout Our CompanyLMP RECRUIT is a leading distributor of high-quality home improvement, garden, and pool care products and accessories. We offer a dynamic work environment and exciting opportunities for career growth.Job Summary:As a Customer Service and Sales Specialist, you will play a crucial role in ensuring the smooth operation of our sales department....
-
Financial Services Specialist
4 days ago
Somerset West, Western Cape, South Africa Professional Sourcing Full timeJob Overview:A leading financial services firm in Somerset West, Western Cape is seeking an experienced Property Finance Sales Consultant to join their team.The ideal candidate will have a proven track record of actively prospecting potential home loan clients through lead providers and personal marketing opportunities.Responsibilities include sourcing...
-
Product Support at QES
20 hours ago
Somerset West, Western Cape, South Africa QE Services IT Recruitment Full timeMy client based in Cape Town (North) is currently sourcing for a Product Support Specialist to join them on a permanent basis.Agricultural Industry / Onsite / Cape Town / Drivers License / Own Transport / Fully BilingualThe RoleWe have an exciting opportunity for a Product Specialist. This role is a support role that services clients in the agriculture...
-
Financial Services Specialists
17 hours ago
Somerset West, Western Cape, South Africa Financial Advisors HR Full timeFinancial Services Career OpportunityWe are seeking a self-motivated Financial Adviser / Insurance Broker / Salesperson to join our team as a full-time remote worker.This role offers a unique opportunity to build a successful career in the financial services industry with a leading company committed to providing exceptional wealth management and protection...
-
Financial Services Support Specialist
4 days ago
Somerset West, Western Cape, South Africa Atomos Investments Limited Full time**Company Overview**At Atomos Investments Limited, we are committed to delivering exceptional client experiences. Our UK-based firm is seeking a talented individual to join our team in South Africa as a Client Administrator.We offer a unique opportunity for professional growth and development, with the chance to learn from our experienced Financial Planners...
-
Financial Services Specialist
4 days ago
Somerset West, Western Cape, South Africa Helderberg Personnel Full timeJob DescriptionHelderberg Personnel requires an experienced International Business Consultant to drive sales growth and expand the company's product range. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.Main ResponsibilitiesMarket and promote the...
-
Compliance Support Specialist
4 days ago
Somerset West, Western Cape, South Africa J.A.Z Recruitment Full timeJ.A.Z Recruitment is seeking a Compliance Support Specialist to support the Compliance team with general administrative tasks.The role involves:Assisting in AML reviews, undertaking periodic client risk and file reviews in accordance with company policies and procedures.Logging actions as and when required.Completing 3 or 4 reviews per day.Sanction Screening...
-
Agricultural Software Support Position
17 hours ago
Somerset West, Western Cape, South Africa QE Services IT Recruitment Full timeAbout the RoleThe Product Specialist will play a crucial role in supporting clients with their software needs. This includes providing help desk support, managing calls, and escalating issues as needed.The ideal candidate will have excellent communication skills and be able to work effectively in a team environment.Help Desk administration - update all calls...