Client Service Coordinator

1 day ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Title: Client Service Coordinator

Salary: $55,000 - $75,000 per year

The Recruitment Council is looking for a highly skilled Client Service Coordinator to join our team. As a key member of our administrative support team, you will provide exceptional support to advisors, ensuring the efficient execution of all client service-related processes.

Responsibilities:

  • Draw investment and risk quotes to assist advisors in offering the best solutions to clients.
  • Prepare and organize new business files, including applications, for advisors.
  • Submit new business applications and manage the entire process to ensure timely execution.
  • Manage existing business queries, providing updates to advisors and clients promptly.
  • Ensure compliance documents are received, properly stored, and organized.

Skills and Qualifications:

  • At least 5 years of experience as a Client Service Coordinator in the financial planning industry.
  • Experience with X-Plan or similar industry-related tools would be an advantage.
  • Strong computer literacy and familiarity with office software.


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